“Sohum Asset Managers, led by Sanjay H Parekh, is bullish on largecap stocks, domestic businesses, Reliance Industries, and private sector banks. The firm is shifting its focus to largecaps for safety and overweighting domestic plays while underweighting global ones, citing global uncertainty. Reliance Industries is highlighted as a key bet with significant upside expected, and private sector banks also constitute a large portion of their portfolio.”