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Fund Manager Talk | How Axis MF's Shreyash Devalkar is tweaking portfolio amid tariff tantrum
On the positive side there has been a good union budget (tax rates cut), easing actions by the central bank (rate cuts, liquidity boost, regulatory relaxations), and uptick in government spending. The rally in March was a welcome relief. However, I believe that the markets could remain rangebound in the near term.
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