Jefferies on India Strategy

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Jefferies on India Strategy

RIL on India Long Only Portfolio will be increased by 2% by shaving investments in HDFC BK and SBI by 1% each

Investment in Make My Trip to be introduced with 4% weight by removing investment in Axis BK

Investment in Zomato to be increased by 1%

Investment in Godrej Properties in Asia Ex Japan long only portfolio will be removed

Investment in Macrotech Developers will be increased by 1% to 4% Investment

DLF to be introduced with 3% weight

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