September saw a flurry of activity in mutual fund equity portfolios with top managers reshuffling exposures to banks, automobiles, and select consumer and insurance stocks.
September saw a flurry of activity in mutual fund equity portfolios with top managers reshuffling exposures to banks, automobiles, and select consumer and insurance stocks.
Auto stocks drew heightened interest following the GST rate cuts, while banks and lenders saw sharp additions and exits, revealing fund managers’ divergent views on their near-term outlook.
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Auto stocks drew heightened interest following the GST rate cuts, while banks and lenders saw sharp additions and exits, revealing fund managers’ divergent views on their near-term outlook.
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