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PolicyBazaar, DLF, Airtel: Trading strategies for Chris Wood-owned stocks
Rex Cano Mumbai
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Chris Wood, Global Head of Equity Strategy at Jefferies recently rejigged his India portfolio. The veteran investor has added TVS Motor, Home First Finance and Manappuram Finance to his long-only India portfolio, while increasing one per centage point stake in PolicyBazaar and Bharti Airtel. In the Asia ex-Japan long-only portfolio, too, Chris Wood has included PolicyBazaar replacing the investment in Larsen & Toubro. Meanwhile, Chris Wood in his recent note to investors, GREED & fear has flagged caution to investors citing high valuations, mainly in the midcap space.
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