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Indian portfolio: In India, the biggest challenge is what not to invest in: Christopher Wood

“I have always had the private sector banks in my Asian portfolio. This Indian portfolio was created more recently. But in my Asia ex-Japan portfolio which runs the greed and fear portfolio which I have run since 2002, the one sector I always had representation since 2002 is Indian private sector banks.”

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jefferies model portfolio: How Jefferies is tweaking its India portfolio as FIIs turn net sellers

"FIIs have turned net sellers and India has underperformed MSCI EM by 3.2 ppts over the last 1 month. While the near-term appears weak, there are more signs of a capex upcycle. Our preference for domestic cyclicals (financials, industrials and property) & midcaps stays," said Jefferies analyst Mahesh Nandurkar.

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Maggi s company Nestle accepted 30% of its products as unhealthy | मैगी की कंपनी नेस्ले ने स्वीकारा, उसके वैश्विक प्रोडक्ट पोर्टफोलियो में शामिल 30% प्रोडक्ट अनहेल्दी

Maggi s company Nestle accepted 30% of its products as unhealthy | मैगी की कंपनी नेस्ले ने स्वीकारा, उसके वैश्विक प्रोडक्ट पोर्टफोलियो में शामिल 30% प्रोडक्ट अनहेल्दी
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IPO 2021: Aadhar Housing Finance 7300 करोड़ रुपये का IPO लाने की तैयारी में, जानें कंपनी की खास बातें Aadhar Housing Finance IPO, Blackstone backed Aadhar Housing Finance files DRHP for big bang 1 billion Dollar IPO

IPO 2021: Aadhar Housing Finance 7300 करोड़ रुपये का IPO लाने की तैयारी में, जानें कंपनी की खास बातें Aadhar Housing Finance IPO, Blackstone backed Aadhar Housing Finance files DRHP for big bang 1 billion Dollar IPO
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