mid-cap valuations

Tag: mid-cap valuations

Jefferies' Chris Wood Tweaks India Portfolio: Rate Cut Bets, Valuation Worries, & Real Estate Optimism Drive Strategy Shift

2025-06-20 Niranjan Ghatule

Jefferies' Chris Wood has made significant adjustments to the India portfolio amid expectations of RBI rate cuts, valuation concerns, and optimism in the real estate sector. The new strategy includes rotating out of select stocks while increasing exposure to consumption and financial sectors, reflecting India's shifting economic landscape.

Jefferies' Chris Wood Tweaks India Portfolio: Rate Cut Bets, Valuation Worries, & Real Estate Optimism Drive Strategy Shift

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