Sanjiv Shah, Executive Director, Benchmark Mutual Fund, feels equity allocations will be on a rise in 2009. “You have to be more invested in equity as compared to what have you been in the last few years, so in a sense 2009 would be better for investors in equity markets.”2008 has been a tough year for all stocks, large, small caps etc. but our view is that when the markets turn around the broader market turns around the first with the large caps and they become leaders in a sense. So you have to be mostly in the larger sector of the economy right now.
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