Founder of Macro Mosaic Investing, Maneesh Dangi, believes that the government’s budget this year is primarily focused on the bond market. The government’s efforts to lower fiscal deficit and create a favorable environment for bonds are likely to lead to a significant rally in the bond market over the next one to two years. However, Dangi notes that the impact of this rally on equity markets will be limited, as high-growth sectors tend to be sluggish during bond market rallies.
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