INSUBCONTINENT EXCLUSIVE:
while increasing weightage in Bajaj Finance by one percentage point.
Wood had reduced weightage on both Indiabulls Housing and Indiabulls
long only portfolio also includes Reliance Industries, HDFC Bank, HDFC, Gruh Finance, Dalmia Bharat, Godrej Properties and Arvind besides
IndusInd Bank, ICICI Bank and Bajaj Finance.
Meanwhile, Wood said he remains hopeful that a deal over tariffs will be struck between the US
and China but it will require US President Donald Trump to part company with the agenda of the national security hawks
period agreed by both sides to come up with a deal should be sufficient to allow investors to hope for a satisfactory conclusion, said
in the negotiations with China and talks break down as a result of their more aggressive stance.
