The two market veterans, whose commentary is eagerly awaited by shareholders, hold differing views on how the US should respond to the current international conflicts
The investment in HDFC Bank Ltd will also be reduced by two percentage points, while the investments in Axis Bank Ltd and State Bank of India Ltd (SBI) will be increased by one percentage point each.
He says his portfolio remains 50 per cent invested in India, with 14 per cent exposure to China and another 10 per cent allocated to Taiwan and South Korean technology