04 Feb 2026 | 5 Mins Read

Chris Wood reduces ICICI Bank, DLF exposure in Jefferies portfolios

Flipitmoney

Chris Wood of Jefferies made portfolio changes, removing ICICI Bank from the GREED & fear international long-only portfolio, replacing it with Samsung Life Insurance. In the Asia ex-Japan portfolio, ICICI Bank will be replaced by Eternal. Investments in DLF and GMR Airports will be trimmed, with DLF being completely removed in favor of Zijin Mining, and GMR Airports reduced to add Zijin Mining.