Jefferies raises India allocation to 14%, cuts Korea and Taiwan exposure- Moneycontrol.com
#Business | Jefferies raises India allocation to 14%, cuts Korea and Taiwan exposure - Jefferies increased India weighting to 14% in its portfolio. - Allocations to South Korea…
Attributed summary
#Business | Jefferies raises India allocation to 14%, cuts Korea and Taiwan exposure - Jefferies increased India weighting to 14% in its portfolio. - Allocations to South Korea and Taiwan were reduced. - Move reflects caution over the peak of the AI capex cycle. Read more: https://lnkd.in/gEGntF3X
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