ETMarkets Smart Talk | Balance portfolios, avoid midcap froth: Mirae Asset ShareKhan’s Somil Mehta

Rising volatility and crude oil prices often lead to a flight to quality, favoring large-cap stocks over riskier mid and small caps. This impacts market breadth and sector rotation.

• •Somil Mehta advises investors to stay disciplined amid rising volatility driven by global tensions and crude oil prices.
• •He recommends balanced portfolios, a focus on large-cap and quality sectors.
• •Advises avoiding overvalued mid- and small-cap stocks.
• •Suggests maintaining a long-term investment approach.
• •Risk flag: Sustained high crude oil prices