Chris Wood's love for HDFC Bank rekindles at the cost of 4 other stocks

Jefferies' Chris Wood has re-added HDFC Bank and introduced Siemens India to their Asia ex-Japan portfolio. Investments in Macrotech Developers, L&T, ICICI Bank, Axis Bank, Samsung Electronics, and SK Hynix were adjusted. HDFC Bank shares are improving, with strong buy ratings and significant FII interest.