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• Jefferies India has picked up 21 top stock ideas in the India portfolio, with a majority of them being linked to domestic growth-oriented sectors.
• The brokerage has also shared the list of companies it remains bearish on given the challenges and risks to earnings growth.
• The top picks include ICICI Bank, Shriram Finance, Tata Motors, NTPC, and Zomato, while the underperformers are Tech Mahindra and Asian Paints.