As the macro picture for the market improves, there is a case for being bullish in select sectors and stocks. At the same time, do give due importance and attention to certain things. The first of which is risk. Now, risk has to be further sub-divided into the ability to take risk, and ability to manage risk. In either case, it helps to have a long-term perspective. It is also important to understand that there is a way to manage risk using
