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ā¢ Christopher Wood, Global head of Equity Strategies at Jefferies, has always had private sector banks in his Asian portfolio and recently added them to his Indian portfolio as well.
ā¢ Wood's portfolio is relatively concentrated, with 20-25 stocks, and he believes the biggest challenge is deciding what not to invest in.
ā¢ He is currently bullish on financials, property, and capex-related stocks, and believes the capex cycle in India has started.