In a transparent sign of selectivity, Wooden has exited Larsen & Toubro, Thermax, and Godrej Properties. These names had beforehand represented bets on India’s infrastructure and premium housing cycle. The exits recommend a tightening lens on valuation and earnings momentum, with Wooden opting to redeploy capital towards names higher aligned with present market themes.
(Disclaimer: Suggestions, ideas, views and opinions given by the consultants are their very own. These don’t symbolize the views of Financial Occasions)
