VERIFIEDET Markets·7 Oct 2026neutral

Jefferies favours Indian largecap stocks amid rising bond yields

AI Summary

·Jefferies recommends increasing investment in Indian large-cap stocks due to favorable valuations.
·Kotak Mahindra Bank has been added to Jefferies' model portfolio, and Reliance Industries' weight has been increased.
·Exposure to rate-sensitive sectors has been reduced amid rising global bond yields.