Greed and Fear index: BEL, Adani Energy to Eternal | Chris Wood's Jefferies India portfolio has 22 stocks for long term
A energy transition development with market-wide reach.
· LiveMint Markets
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.
The analysis
The shift to renewables is redrawing which energy names are structural winners versus stranded.
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