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DAILY VOICE | 2021 will be a stock-pickers market, says Unmesh Sharma of HDFC Securities Our preferred sectors continue to be IT, Chemicals, Pharma, Telecom, Insurance, large Banks, Cement, Durables and Gas while we remain underweight on Consumption (Staples, Discretionary and Autos). January 01, 2021 / 08:08 AM IST Unmesh Sharma, Head of Institutional Equities, HDFC Securities who is a CFA charter holder and alumni from IIM Lucknow feels that the valuations remain high even if we look through the COVID-related disruption for FY21, and the base case is for muted returns in CY 2021. In an interview with Moneycontrol’s Kshitij Anand, Sharma who has about two decades of experience in the capital market recommend investors to build a core portfolio of solid stocks and add a small amount of beta (say 10-20%) at the other end of the curve in an unbalanced bar-bell as a strategy to start the year. ....