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Broker call▲ Bullish for Indian equities
Jefferies puts 25% of sovereign bond portfolio in Indian 15-year debt at 7.38% yield
The brief
- Jefferies allocated 25% of its sovereign bond portfolio to Indian 15-year debt
- The allocation signals foreign interest in Indian government bonds, though no listed company is directly exposed
- Jefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?
- TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?
- Jefferies sees HDFC Bank rerating potential tied to CEO succession and execution
- BSE shares fall 2%, down 30% in 4 months. Why Macquarie is bullish while Jefferies is cautious