In overall portfolio we have cut down, we have pruned down capital good significantly, because where we saw some amount of hype getting built and valuation was slightly stretched.
Foreign institutional investors reversed course in early April, spurred by rising global trade tensions following US President Trump’s announcement of steep tariffs. This led to
Benchmark indices Sensex and Nifty 50 fell by 2.6% each due to a global sell-off triggered by U.S. tariff actions. IT stocks suffered the most,
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