-
RBI Rate Hike: Time to Sell Stocks and Buy Bonds? What Jefferies Says About 75 to 100 bps of Hikes, Why the 10-Year Yield at 7.24% Cuts Both Ways, Which Banks Gain and the Risks of Moving Out of Equities
- October 8, 2026
- Posted by: Harsh Piplani
- Category: News
RBI rate hike: time to sell stocks and buy bonds? Jefferies sees 75 to 100 bps of hikes. See the yield, bank picks and risks.
-
Jefferies Model Portfolio: Why the Brokerage Added Kotak Mahindra Bank and Welspun Corp, Raised Reliance and Turned Bullish on Large-Caps Over Mid-Caps, and What a Shallower Rate Hike Cycle Means
- October 6, 2026
- Posted by: Neeraj Pandey
- Category: News
Jefferies model portfolio adds Kotak and Welspun, raises Reliance and favours large-caps over mid-caps. See the rationale and risks.