Jefferies' Christopher Wood emphasizes India's structural growth, focusing on rising private investment, particularly in energy and manufacturing. The recent portfolio update reflects this shift, adding Hitachi Energy India while noting potential in sectors like solar and electrification.
Jefferies' Christopher Wood emphasizes India's structural growth, focusing on rising private investment, particularly in energy and manufacturing. The recent portfolio update reflects this shift, adding Hitachi Energy India while noting potential in sectors like solar and electrification.
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