PolicyBazaar, DLF, Airtel: Trading strategies for Chris Wood-owned stocks

Technical charts suggest that real-estate related shares from Chris Wood's portfolio could see sharper gains going ahead, while PolicyBazaar is likely to trade on a tepid note.
Rex Cano Mumbai
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Chris Wood, Global Head of Equity Strategy at Jefferies recently rejigged his India portfolio. The veteran investor has added TVS Motor, Home First Finance and Manappuram Finance to his long-only India portfolio, while increasing one per centage point stake in PolicyBazaar and Bharti Airtel. In the Asia ex-Japan long-only portfolio, too, Chris Wood has included PolicyBazaar replacing the investment in Larsen & Toubro. Meanwhile, Chris Wood in his recent note to investors, GREED & fear has flagged caution to investors citing high valuations, mainly in the midcap space.

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MakeMyTrip's record raise, Zuck's AI talent grab

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20 hours ago

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In January, it launched Pyng, a professional services marketplace This signals a departure from Swiggy's earlier 'superapp' strategy. Instead of integrating all services under one platform, Swiggy has started offering standalone apps. Instamart, its quick commerce unit, got a dedicated app earlier this May, the company shut down its parcel delivery service, Genie , opting instead to focus on Bolt, its rapid food delivery feature now available in 500 cities. As food delivery growth tapers off, Swiggy and rival Zomato are betting on 10-minute orders to regain Aggarwal, founder, KrutrimOla's AI division, Krutrim, has acquired BharatSah'AI'yak , an AI platform developed by governance consultancy move comes as Krutrim seeks to expand its presence in government-led digital initiatives through its proprietary AI stack. As part of the agreement, Krutrim has also onboarded Samagra's core AI has been employed in projects spanning education, agriculture, and citizen services. It will now be integrated with Krutrim's in-house large language models (LLMs), cloud infrastructure, and agentic AI assistant platform, February, Ola founder Bhavish Aggarwal announced an investment of Rs 2,000 crore in Krutrim , with plans to increase it to Rs 10,000 crore by next has recently faced internal turbulence , including several senior-level departures and criticism following the alleged suicide of an employee, with claims of a toxic work Mohan, CEO, YouTubeYouTube Shorts now commands around 200 billion daily views , according to CEO Neal marks a dramatic leap from March 2024, when YouTube said Shorts was attracting around 70 billion daily views. In just one year, daily viewership has surged by nearly 186%.As Shorts continues to gain traction, YouTube plans to strengthen support for creators by rolling out more tools. Mohan announced that Veo 3, the latest version of Google DeepMind's video generation model, will launch on the platform later this summer.

India Gazette

a day ago

• India Gazette

Valuation concerns return to Indian market, especially in Midcap stocks: Jefferies

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