News

India’s equity markets may be in a consolidation phase, but global investment firm Jefferies sees a world of opportunity. In its latest “Greed & Fear” report, the firm highlights India’s long-term structural growth, fueled by rising consumption, infrastructure expansion, and evolving sectoral trends that savvy investors cannot ignore.

Foreign institutional investors (FIIs) are at record lows, creating a rare window for domestic players. Over the next 12 months, equity supply worth Rs 4.4–6.1 trillion from IPOs, private equity exits, and promoter stake sales could shake up the market—but also create opportunities for strategic investors.

Jefferies is focusing on sectors that offer strong structural growth:

Add Zee Business as a Preferred Source

New Portfolio Picks (4 per cent each): Ambuja Cement, Le Travenues, Lemon Tree Hotels

Reduced Exposure (1 per cent each): ICICI Bank, REC Ltd, JSW Energy

Exited Stocks: Reliance Industries, Axis Bank

The report highlights real estate and consumer-focused companies as key growth drivers, while cutting exposure to overvalued financial and energy stocks.

Diversify Beyond the Usual: Look past IT and banking to tap high-potential sectors.

Focus on Fundamentals: Choose companies that can withstand short-term volatility.

Keep a Long-Term View: India’s structural growth story rewards patient and strategic investors.

Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.

Senior Sub-editor at Zee Business English

shweta.shukla@India.com

Shweta Birendra Shukla is a journalist covering the stock market and corporate affairs, with prior stints at Business ...LATEST NEWSBy accepting cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.