Thanks for kind words @Amit_Paul. Yup did lot of churning post budget, reduced Kalyan on budget day, increased allocation in Samhi Hotels. Exited Sanghvi, Swelect, PVR, Piccadily, Betting on GE Shipping.
7% loss on Portfolio during this carnage. Rebalancing in progress, shunting non performers. Tough time ahead. Keeping only stocks where growth is visible or valuations are reasonable.
Yen carry trade is big, markets will be sideways for some time until turbulence is fully discounted.
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