Chris Wood

Without mutual fund inflows, Indian stocks could have been lower by 20-30 percent: Chris Wood

There is a 50 percent possibility of a tactical rally if the levies on Indian exports come off, Chris Wood added, calling them 'anomalous' and triggered by President Trump's 'personal pique' over the recent India-Pakistan dispute.

Chris Wood's Greed and Fear: US economy weakening, Trump does 'not have the cards' in China tariff war

Greed and Fear said its base case is that a 'major decline' in the US dollar has begun, over and above the recent pullback, which the note said has been a 'correction of an overvaluation'.

Jefferies' Chris Wood points to 5 reasons why they will go Overweight India by reducing Taiwan

The Global Head of Strategy at Jefferies cited the India head of research's report that detailed the reasons, which included RBI's new 'accommodative' stance

Chris Wood of Jefferies reshuffles India portfolio, adds IndiGo while dropping Coal India

In his latest GREED & fear note, Wood also announced a shift in his global long-only portfolio, increasing investment in Alibaba by one percentage point

Have reduced my exposure to Indian markets, Chinese stocks look better at this point: Chris Wood

'If you have no Indian equities at all, I would start buying now. If you already own a lot of Indian equities, I would wait,' says global head of equity strategy at Jefferies

Chris Wood's Greed & Fear cuts exposure to Nvidia and TSMC, ups HDFC Bank weightage

Chris Wood said he sees leading players like Meta Platforms to reverse course and slash capex spending, going forward. Investments in Nvidia and TSMC will be reduced by two percentage points and one percentage point, respectively.

Jefferies' Greed & Fear note by Chris Wood tweaks long-only portfolio, brings back HDFC Bank, adds Siemens India

In the India long-only portfolio, Siemens will be introduced with a 4% weight by removing AU SFB, and investment in HDFC Bank will be raised by one percentage point by trimming Axis Bank, said the Jefferies note.

Trump's 60% China tariff unlikely, Beijing may want to negotiate for chip access: Chris Wood

India's ongoing market correction is 'healthy', said Chris Wood, and the foreign outflow also implies that the FIIs have the ability to buy into India after a sharp fall.

Jefferies' Chris Wood flags India Inc's earnings downgrades in Q2, steepest since early 2020

Despite short-term hurdles, Wood maintains his long-term optimism on Indian equities, though with a degree of caution. He sees the recent market correction as healthy, particularly as it has targeted the most expensive segments of the market.

Fed's outsized rate cut may have had 'political' motivation, says Chris Wood

Chris Wood is also bullish on India's residential property theme, where he sees an upcycle underway that could continue for another four years, he said.

Jefferies' Chris Wood bullish on contract manufacturing, traditional energy stocks

Chris Wood said that fossil fuels will be around for a long time and believes in the resilience of traditional energy stocks

Chris Wood calls India rally best in the world, bull run not over but watch this risk

Jefferies' Chris Wood says India is the best long-term equity market in the world, and that the bull market is nowhere near ending due to a combination growing retail participation, relentless fund flow and robust domestic demand.

Chris Wood predicts market correction on 'surprisingly bad outcome' for BJP, probable capital gains tax changes

A repeat of the shock BJP defeat in 2004 remains unlikely in the extreme, said Chris Wood. At that time, the Sensex corrected by 17 percent in the two days after the election results. In GREED & fear’s view there would be an even worse outcome in the event of a repeat of such a shock result.

Foreign investors may no longer be Overweight India, says Chris Wood

Wood highlighted that “more expensive mid-caps have continued to outperform blue chips” leading to many FPI portfolios underperforming.

Where JP Morgan Chase's Jamie Dimon and Jefferies' Christopher Wood disagree

The two market veterans, whose commentary is eagerly awaited by shareholders, hold differing views on how the US should respond to the current international conflicts.

Chris Wood bats for Indian PSUs citing Modi government focus on 'value creation'

The Indian government has signaled value creation in PSUs with regard to disinvestment, and thus, investors must pay attention to the cheaper part of the market, said Chris Wood of Jefferies.

Foreign investors' positions on India light, may buy on corrections: Jefferies

The brokerage's Indian strategy team likes domestic cyclicals such as banks, power, telecom, industrials and property; while being cautious on IT, consumer and RIL. Jefferies believes is that overall central banks will be growth supportive in 2024

Chris Wood seems neither greedy nor fearful when it comes to China and India

Chinese and Indian markets have performed in a drastically different way. While Indian stocks have seen a massive rally with broader market indices rising as much as 55 percent so far this year, CSI 300 – a representative of Chinese stocks – has fallen 14 percent year-to-date

Dramatic times in Japan’s capital markets: Jefferies’ Chris Wood