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Premium: Portfolio: Changes in the Premium Momentum Portfolio – October 2019


One of the advantages of being fully invested is that when markets move up like they did in September, we get to take full advantage of the rise. The surprise announcement by the Finance Minister on the rate cuts was a good trigger and while the devil is in the details the policy in itself is a great positive for the future. 

MNC Stocks and Financials have benefited immensely thanks to the tax cut but over time the trickle down effect should mean better days even for the small and mid-cap stocks which continue to remain in strong bear . . .

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