Related by context. Frequent words. (Click for all words.) 58 diversification 54 geographical diversification 54 deleveraging 51 equities 50 equity 50 FII flows 49 largecaps 49 rerating 49 geographic diversification 49 CRR hike 49 relative outperformance 49 asset allocation 49 S Damani 49 SBI MF 49 GSAM 49 deleverage 48 mean reversion 48 PINC Research 48 AUMs 48 highly levered 48 overweighting 48 NIMs 47 volatility 47 diversifying 47 outperformance 47 Deven Choksey 47 Unicon Financial 47 LGIM 47 underweighted 47 portfolio 46 disinvestments 46 financialization 46 cyclical upturn 46 inorganically 46 capex 46 FMPs 46 Taurus Mutual 46 attractive valuations 46 FII 46 LPTs 46 NBFC 46 delever 45 upward bias 45 Reliance MF 45 investment 45 UCITS III 45 counterparty risk 45 diversifier 45 liquidity 45 Anand Rathi 45 Kotak 45 Bajaj Finserv 45 highly leveraged 45 inflexion point 45 emerging markets 45 UTI MF 45 largecap 45 investments 45 Deleveraging 45 balance sheet 45 equity raisings 44 smallcaps 44 strategy summarization 44 overweighted 44 optionality 44 Ulips 44 Kotak Mahindra 44 Ambareesh Baliga vice 44 interest margin NIM 44 mispriced 44 Underperform recommendation 44 risk premia 44 FII inflow 44 FIIs 44 reflation 44 heightened risk aversion 44 portfolios 44 AGF Trust 44 ICICI Prudential Life 44 AXA IM 44 SWIP 44 liquidities 44 Deepak Mohoni 44 bancassurance 44 recapitalisations 44 KR Choksey Shares 44 relative underperformance 43 SBI Mutual 43 DSP Merrill Lynch 43 profitability 43 FII inflows 43 repricing 43 networth 43 valuations 43 Future Generali 43 Thunuguntla 43 deleveraged 43 Greenlight Re 43 cyclical 43 Edelweiss Capital 43 Sundaram BNP Paribas