Lukoil (LKOH RM) & Reliance Industries (RIL IN) India
Energy
Both stocks already have an investor base among both EM Aggressive Growth and Growth funds, whilst also appealing to Value investors. As such, Copley would expect both to be on the shortlist of the many underweights and non-investors looking to ramp up allocations in the Energy sector.
Edition: 121
- 15 October, 2021