Jigar Mistry has adjusted his portfolio by shifting from capex-heavy stocks to consumption and BFSI sectors, favoring large caps over small and midcaps. This strategic change is driven by government fiscal policies and attractive valuations in BFSI, emphasizing stable earnings and strong balance sheets. Jigar Mistry has adjusted his portfolio by shifting from capex-heavy stocks to consumption and BFSI sectors, favoring large caps over small and midcaps. This strategic change is driven by government fiscal policies and attractive valuations in BFSI, emphasizing stable earnings and strong balance sheets. Economic Times
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