India Outlook - Jefferies - 21.05.2021
INDIA ALLOCATION
* Chris Wood of @Jefferies is reducing overweight in #India and adding money to #Australia. Check out the details.
* Indian Stock Market Back Near The High Reached Earlier This Year
* This Is Astonishing Outcome Given The Newsflow
* GREED & Fear Will Make A Change In The Asia Pacific Ex-Japan Relative-Return Portfolio
* Overweight In India Will Be Reduced By 2 ppts With The Money Added To Australia
* Amazingly, India Has Outperformed So Far This Quarter
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