Real Estate
Jefferies' Chris Wood Adjusts India Portfolio: Key Sector Shifts
Chris Wood, Jefferies' long-time India bull, has made significant adjustments to his India portfolio, dialing down capex-heavy names and adding consumer-facing and financial plays. Here's a detailed look at the shifts across six sectors.
Real Estate
GMR Airports Shares Poised to Reach ₹100: Jefferies Sees Strong Q4 and FY26 Outlook
Jefferies maintains a 'Buy' rating on GMR Airports, citing strong Q4 performance and multiple tailwinds, including air traffic growth and real estate monetisation opportunities.
Real Estate
Chris Wood Reconfigures GREED & Fear Portfolio: Boosts Reliance Industries Weightage
Jefferies has long been bullish on the Indian real estate sector. In a significant move, Chris Wood, the strategist behind the GREED & fear portfolio, is increasing the weightage of Reliance Industries in the portfolio, reflecting a strong belief in its p
real estate news
How Domestic Investors' Inflows Protect Markets from Severe Downturns: Jefferies India's Insight
Mahesh Nandurkar, Head of Research & MD at Jefferies India, discusses how domestic investor inflows have played a crucial role in stabilizing the Indian markets over the past 12 to 18 months. These inflows have not only prevented major market corrections
Real Estate
GMR Airports Expected to Triple EBITDA in Five Years
Brokerage firm Jefferies has initiated coverage on GMR Airports Ltd. with a 'buy' recommendation and a price target of ₹100
real estate news
GMR Infra Shares Set to Soar: Jefferies Initiates Coverage with 15% Upside
GMR Airports Infrastructure Ltd shares may see a 15% upside