Global brokerage house Jefferies has double weight on India, but given the low weightage, Chris Wood, Global Head of Equity Strategy, said he should be triple overweight on the country.
The research house disclosed its Asia (ex-Japan) long-only thematic equity portfolio in its December report; wherein, it has 46 percent weightage to only Indian companies under various themes.
Out of which, it has 31 percent weightage to India's BFSI sector (banking, financial services and insurance) and of that, banking sector's (only private and not public) weightage stood at 15 percent.It has given 5 percent weightage each to HDFC Bank, ICICI Bank and Axis Bank, India's three largest private-sector lenders.
The research house disclosed its Asia (ex-Japan) long-only thematic equity portfolio in its December report; wherein, it has 46 percent weightage to only Indian companies under various themes.
Out of which, it has 31 percent weightage to India's BFSI sector (banking, financial services and insurance) and of that, banking sector's (only private and not public) weightage stood at 15 percent.It has given 5 percent weightage each to HDFC Bank, ICICI Bank and Axis Bank, India's three largest private-sector lenders.
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