Sitting on 12-15% cash; to invest in 2 themes on correction: Sandip Sabharwal

Sandip Sabharwal discusses his investment strategy, highlighting a focus on capital goods, infrastructure, and defense sectors. He plans to deploy cash selectively as stock corrections take place. Sabharwal also shares cautious views on the IT and paint sectors, suggesting that investors wait for clearer signals before making significant moves in these segments.

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