Jefferies Shifts Asia Weightage: More to India, Taiwan; Less to China

Global investment bank Jefferies has increased its allocation to India and Taiwan within its Asia Pacific ex-Japan portfolio, while reducing exposure to China and Indonesia. This strategic shift reflects confidence in India's domestic growth and Taiwan's semiconductor industry.

• Jefferies increased India and Taiwan allocation in Asia Pacific ex-Japan portfolio.
• Weightage trimmed for China and Indonesia due to evolving conditions.
• India's recommended weighting increased to 17% in the portfolio.
• Shift driven by India's resilient demand and Taiwan's tech sector.
• Reallocation reflects economic recovery uncertainties in China.
• This is a recent update from Jefferies' latest strategy note.

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