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Q3 Earnings: PL overweight on banks, underweight on metals; lists Astral, Safari among high conviction picks

The brokerage has increased its weight and remains ‘overweight’ on Banks, Cap Goods and Healthcare, and diversified financials (led by HDFC AMC). It is ‘equal weight’ on IT and ‘underweight’ on Auto, Metals, Cement, Consumer and Oil & Gas.
United States India General Larsen Toubro Maruti Suzuki Ashok Leyland Jupiter Health

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