Look at asset allocation afresh, do not keep near term money in equity: Rajeev Thakkar, PPFAS MF
“Going forward, one has to be extremely mindful of the valuations that one is paying for companies that we are buying or even the companies that are in the portfolio of people. People should take a hard look at the valuations, cash flows in the near term and not just depend on future promises. If we keep these two points aside, things are pretty normal.”