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  • 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
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    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

    Jefferies model portfolio adds Kotak and Welspun, raises Reliance and favours large-caps over mid-caps. See the rationale and risks.

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