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VERIFIEDET Markets·neutral
How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
AI Summary
- ·Jefferies is favoring large-cap stocks due to rising bond yields impacting Indian equities.
- ·The brokerage cites attractive valuations and a narrowing earnings gap between large-caps and mid-caps.
- ·Kotak Mahindra Bank and Reliance Industries have been added to Jefferies' preferred portfolio.