Jefferies’ Chris Wood reshuffles India portfolio. Here’s a look at the shifts across 6 sectors – Strategy Shift

In a clear signal of selectivity, Wood has exited Larsen & Toubro, Thermax, and Godrej Properties. These names had previously represented bets on India’s infrastructure and premium housing cycle. The exits suggest a tightening lens on valuation and earnings momentum, with Wood opting to redeploy capital toward names better aligned with current market themes.

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