Mix and match? Looking for beaten-down and also momentum stocks: Aveek Mitra

economictimes.indiatimes.com:

Aveek Mitra, Aveksat Financial Advisory, says they are spreading bets a little thinner so that they can get into ideas beaten down stocks and also into areas with some momentum. So they mix and match things. They are not sitting on too much cash, maybe about 5% to 6% cash and at the same time do not have that kind of conviction that they will bet big on some ideas. Correction can always be there.
The investor community is waiting for a correction and the markets are waiting for market man's patience to go dry. Who will win? The patience of the investors or will the market win, Mr Market?
Aveek Mitra: First of all, the patience of the investor is not there because, on any kind of small fall, people are putting in more money than they were doing yesterday. Every month, the flow goes up. So. how can you say that investor patience is not there?

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A lot of people are waiting on the side for markets to correct and the market is trying to suck them in. A lot of common friends are sitting on a reasonable amount of cash on the side, waiting for that nice correction, which the market is not obliging with.
Aveek Mitra: Yes, but a continuous flow of liquidity will drive it up….

You have seen a lot of cycles yourself. How are you approaching things? If you get a good idea right now, which