Chris Wood’s India portfolio shows mixed six-month performance, with strong gains in Eternal and SBI Life, steady advances in DLF and GMR Airports, and weakness in Lodha, ICICI Bank, and PB Fintech amid uneven sectoral momentum.
Public sector banks are borrowing more to fund lending expansion. Deposits are not keeping pace with credit growth for these banks. Private banks show stronger
Adani Energy Solutions secured a significant transmission project in Maharashtra. This project will cost approximately Rs 4,700 crore and is for renewable energy evacuation. It
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