Jefferies raises India, Taiwan allocations; trims China, Indonesia
pre-market1 source ↓written by the desknot a recommendation
- and Taiwan
- 1% each
- for India
- 17%
Jefferies has increased its portfolio weightings for India and Taiwan by 1% each, now at 17% for India. This adjustment comes as the firm reassesses growth prospects and macro risks in Asia. The reductions in allocations to China and Indonesia reflect a shift in confidence towards the medium-term earnings outlook in India and Taiwan, indicating potential market implications for investors.
Not investment advice. For informational purposes only.