https://economictimes.indiatimes.com/markets/stocks/news/jefferies-chris-wood-betting-big-on-this-theme-in-the-indian-stock-market/articleshow/94699423.cms
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10/7/22 at 7:10am
Organization
The Times of India
Author
Nikhil Agarwal
The portfolio is 40% invested in India, with a 27% exposure to China and another 11% allocated to Taiwan and Korean technology. The Indian exposure was a positive last quarter though the China exposure was clearly a negative. There is also a 24% allocation to…
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