Jefferies has suggested enhancing investments in large-cap stocks in India, citing their favorable valuations compared to midcaps. The brokerage has also added Kotak Mahindra Bank to its model portfolio and increased its weight in Reliance Industries. It emphasizes that large-caps present a better risk-reward scenario as earnings growth gap narrows. Meanwhile, exposure to rate-sensitive sectors has been reduced due to rising global bond yields.
CoreWeave shares surge over 26%, spark rally in battered AI cloud stocks
CoreWeave’s shares experienced a significant increase of over 26% due to strong revenue growth. The company’s recent earnings alleviated concerns about a potential artificial intelligence
November 11, 2026