Jefferies' Asia allocation reset: Agency raises India and Taiwan weightings; trims China and Indonesia exposure

Jefferies has strategically rebalanced its Asia Pacific portfolio, boosting India and Taiwan by one percent each. This move, driven by confidence in India's domestic demand and Taiwan's semiconductor prowess, sees reduced exposure to China and Indonesia due to economic uncertainties.

Jefferies' Asia allocation reset: Agency raises India and Taiwan weightings; trims China and Indonesia exposure
Jefferies has strategically rebalanced its Asia Pacific portfolio, boosting India and Taiwan by one percent each. This move, driven by confidence in India's domestic demand and Taiwan's semiconductor prowess, sees reduced exposure to China and Indonesia due to economic uncertainties.