How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
- Posted on October 6, 2026
- By Business News Today
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- 1 min read
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How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
Jefferies is favouring largecaps as rising bond yields pressure Indian equities, citing relatively attractive valuations and a narrowing earnings gap with midcaps. The brokerage has added Kotak Mahindra Bank and Reliance Industries to its preferred portfolio.
