 "Chris Wood")
Christopher Wood, global head of equity strategy at Jefferies has rejigged his India long-only portfolio, and increased the investments in JSW Energy, AU Small Finance Bank and Larsen & Toubro (L&T) by one percentage point each.
This, he wrote in his weekly note to investors, GREED & fear, will be paid for by reducing the existing investments in Bajaj Finance, Oil & Natural Gas Corporation (ONGC), and Reliance Industries (RIL) by one percentage point each.
In his Asia ex-Japan and India long-only portfolio, too, Wood has replaced Bajaj Finance with a 4 per cent
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