One of India’s top fund houses HDFC MF increased holdings in stocks like HDFC Bank and Coforge but pared stake in others like Infosys and Power Finance Corporation. Here are the fund house’s top reductions in August 2023.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not