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Momentum Portfolio Changes for April 2019


After spending a few months in the wilderness of a draw-down that seemed to be missed by the large cap index, March turned out to be an awesome month for those beaten down indices and stocks as they roared back with a gusto not seen for quite a while.

Other than Nifty IT and Nifty Auto, every other Index, be they be broad-based or sector or thematic ended the month on a positive note.

With the elections upon us, April and May could see the market move decisively and depending on how the political alignments go, we should . . .

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