How Budget, RBI policy made Jefferies change its India stock portfolio
NEW DELHI: Following changes made in the Union Budget last week and RBI policy on Wednesday, global brokerage firm Jefferies has reshuffled its India model portfolio to add and Cholamandalam Finance by removing . “Our finance team is now incrementally positive on non-bank lenders as the rate hike cycle nears its end,” Jefferies’ Mahesh Nandurkar … Read more