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ā¢ Jefferies India has added Coal India, Honasa Consumer, Eicher Motors, NTPC, HDFC Bank and ICICI Prudential Life and reduced positions in Marico, Maruti Suzuki India, PowerGrid India, and NBFC.
ā¢ The brokerage maintains strong confidence in the capex cycle theme, with specific focus on housing, power, and other industrial sectors.
ā¢ Jefferies predicts faster growth for Indian two-wheeler demand compared to passenger vehicles over the next two years.