Key Points
CLSA, a global brokerage firm, has removed Eicher Motors from its India Focus Portfolio due to 7.6 ppt underperformance..
The portfolio has outperformed the Nifty in all 10 quarters since its inception, beating it by a total of 77.7ppts..
Banks and energy have the highest importance in the portfolio, each with a weightage of 25%, while the remaining 50% is divided equally among IT, NBFC, materials, utilities, healthcare, and industrials..
Global brokerage firm CLSA, whose India Focus Portfolio, has beaten Nifty in all 10 quarters, has removed Eicher Motors from its list...
"FPIs and DMFs cut their relative weights in banks, led by similar views on HDFC Bank and Kotak Bank, and shifted into Reliance and IT, led by Infosys..
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Weakness in bank stocks seen short-lived
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