Christopher Wood, global head of equity strategy at Jefferies has rejigged his India exposure – both in his Asia ex-Japan and India long-only portfolios. The investment in Godrej Properties has been replaced in his Asia ex-Japan long-only portfolio with an investment in Macrotech Developers with a 6 per cent weighting. The investment in Bajaj Finance, on the other hand, has been reduced by one percentage point.
As regards the India long-only portfolio, Wood has replaced Jubilant FoodWorks with an investment in Adani Ports & Special Economic Zone with a 4 per cent weighting. CHECK ENTIRE PORTFOLIO HERE
“As