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Shortlist Of High Conviction Ideas Across China, Japan, India - February 2026
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468 Views26 Feb 2026 04:30
Selection of companies in Japan, China, and India based on bottom-up triggers, including Ashok Leyland, Maruti Suzuki, M&M, Mazda, Rohm, Aisin, Yadea, Midea Group, Haier and Gree Electric Appliances.
What is covered in the Full Insight:
- High Conviction Ideas Overview
- India: Automobile Sector Performance
- Japan: Key Automotive and Semiconductor Picks
- China: Electric Two-Wheelers and Appliances
- Detailed Company Insights
SUMMARY
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