Jefferies makes changes to its India portfolio by removing HDFC Bank, PolicyBazaar and REC, and adding MCX, Lenskart and Bajaj Finance. The update is attributed to portfolio manager Christopher Wood, who is also described as maintaining a positive stance on India within Asia.
The outlets frame the move primarily as a rebalancing of holdings rather than a single-asset event. NDTV presents the list of additions and deletions as the full set of changes, emphasizing that Wood continues to regard India as a standout story in the region. In this coverage, the focus is on which companies are brought in and which are taken out, with limited additional detail on the underlying drivers beyond the stated conviction.
Across the available reporting here, there is agreement on the companies involved and the direction of the change—three names removed and three added—without any conflicting claims about timing or the rationale beyond the broader India-positive view referenced by the outlet.
