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Jefferies Chris Wood hikes India s weight undeterred by lofty valuations, taper scare

Chris Wood s confidence in Indias potential is also reflected in the Asia ex-Japan long-only portfolio where the biggest bets are on Indian domestic names. At present, 31 per cent of the portfolio is in India. Among the stocks that are part of the index are ICICI Bank, Godrej Properties, ICICI Lombard General Insurance, ICICI Prudential Life Insurance, HDFC and Reliance Industries.

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