How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
60-Word AI Digest
Jefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing earnings gap with midcaps. The brokerage has added Kotak Mahindra Bank and Reliance Industries to its preferred portfolio.
Key Takeaways
- Jefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing earnings gap with midcaps.
- The brokerage has added Kotak Mahindra Bank and Reliance Industries to its preferred portfolio.
- Full details and original dispatch available below.
Jefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing earnings gap with midcaps. The brokerage has added Kotak Mahindra Bank and Reliance Industries to its preferred portfolio.
Original Publisher Attribution
This summary was curated from Economic Times.