Dipan Mehta urges caution and focus on fundamentals as uncertainty persists

​ So, next 80 days we should focus only on the micros and look at companies on a bottom-up basis and then see if there are any good investment ideas or maybe do some rebalancing or reshuffling based on what comes out from the management and what the actual numbers are out for the Q4 FY25. So, next 80 days we should focus only on the micros and look at companies on a bottom-up basis and then see if there are any good investment ideas or maybe do some rebalancing or reshuffling based on what comes out from the management and what the actual numbers are out for the Q4 FY25.  So, next 80 days we should focus only on the micros and look at companies on a bottom-up basis and then see if there are any good investment ideas or maybe do some rebalancing or reshuffling based on what comes out from the management and what the actual numbers are out for the Q4 FY25.