Jefferies raises India's weighting in Asia Pacific ex-Japan portfolio

Lodha Developers

30/06/2023 06:59

** Jefferies has raised the weightage of India and Taiwan by
one percentage point each in its Asia Pacific ex-Japan
relative-return portfolio
    ** Weightage of China and Thailand reduced by one percentage
point each, according to GREED & fear weekly newsletter by
Christopher Wood, global head of equity strategy at Jefferies
    ** Brokerage also raises investment in Zomato  ZOMT.NS  in
its India long-only portfolio by one percentage point by
trimming its investment in Oil & Natural Gas Corporation
 ONGC.NS 
    ** Reliance Industries  RELI.NS , ICICI Bank  ICBK.NS , HDFC
Bank  HDBK.NS , Axis Bank  AXBK.NS , Larsen & Toubro  LART.NS 
have a weighting of 5% each in Asia ex-Japan long-only equity
portfolio
    ** ZOMT, SBI Life Insurance  SBIL.NS , Macrotech Developers
 MACE.NS , Godrej Properties  GODR.NS , Bajaj Finance  BJFN.NS  
have a weighting of 4% each in Asia ex-Japan long-only equity
portfolio
    
    
    

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India long-only equity portfolio    https://tmsnrt.rs/3psR1NI
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 (Reporting by Bharath Rajeswaran in Bengaluru)
 ((bharath.rajeswaran@thomsonreuters.com; +91 9769003463;))