Christopher Wood

In his latest GREED & fear report, Jefferies' Christopher Wood, believes that this property cycle can run for at least another three to four years given the seven-year duration of the preceding downturn and the resulting pent-up demand.

Chris Wood adds Axis Bank, Thermax to portfolio, increases L&T's weight

Wood's move comes on the heels of Axis Bank's merger with Citibank's India consumer business

Chris Wood sees India as a much more straightforward, long-term story than China

Wood indicated that unbridled confidence, which was once a feature of the Chinese economy, no longer exists.

Chris Wood says FDIC rescue of SVB is 'Uncle Sam bailing out the rich'

The move is the latest example of the approach adopted during the 2008 financial crisis that there was one rule for Main Street and another for Wall Street. The maxim can now be extended to Silicon Valley, Wood says in the latest edition of GREED & fear

"Rate hike by RBI was good news for India" says Chris Wood

In an exclusive interview with CNBC-TV18, Jefferies' Christopher Wood said that India has the best equity story on a 10-year view globally. He also said the RBI rate hike was good news for India.

Investors pivoting from growth to value stocks as US Fed looms: Chris Wood

"Since mid-November, value stocks have outperformed growth stocks by 16.1%"

Indian MF industry's AUM may reach Rs 90 trillion by 2030, says Jefferies' Chris Wood

HDFC Asset Management is an interesting investment play, the Greed & Fear report said, adding that it does not, for now, have any of the Indian listed fund houses in the Indian long-only portfolio.

Fed tightening may delay listing of unicorns in India: Chris Wood

The arrival of a growing number of listed digital plays is clearly coming, which will add another dimension to the stock market, said Wood.

LIC IPO | LIC may become biggest stock in equity market, says Chris Wood

LIC is expected to bring its public issue at a valuation of around Rs 12 lakh crore to Rs 15 lakh crore, which would help the government raise enough funds to meet its Rs 78,000-crore divestment target for 2021-22

Chris Wood of Jefferies sees Sensex reaching 100,000 points by late 2026

The forecast implies that the Sensex, currently at 58,669 points, could rise as much as 70 percent in the next five years or in other words grow 11 percent annually.

I-Bank Jefferies plans major ECM push in India and S-E Asia; may onboard Jibi Jacob of Edelweiss

Christopher Wood, Ashish Agarwal and Mahesh Nandurkar are amongst senior executives of CLSA looking at equity strategy and research who had moved on earlier to join Jefferies. Jacob, a chartered accountant, has spent 14 years at Edelweiss Financial Services and had earlier worked as an associate at PwC.

Jefferies Group’s Christopher Wood bullish on Indian equities, Bitcoin: Report

Christopher Wood also reduced exposure to gold by 5% in his Japanese portfolio in favour of Bitcoin, a move that is being viewed as the cryptocurrency being the better option in hedging against inflation

Chris Wood of Jefferies says India is best post-COVID recovery story in Asia

The global head of equity strategy at Jefferies suggested investors use any price dips to invest in bitcoin.

Weekly dossier: Here's what Christopher Wood, Shankar Sharma, Rashesh Shah and other top voices think about market, economy

Rising COVID-19 cases, the looming threat of lockdown and geopolitical tension keep investors on tenterhooks, but liquidity gives them the hope that the market will not witness a sudden crash.

A wake-up call from a friend of India

The economy is too fragile to be burdened with a disruptive programme such as the NRC

India likely to outperform emerging markets: Morgan Stanley

Given the current mix of relative earnings growth, relative interest rates and valuations, we think India will likely outperform emerging markets, says Ridham Desai of Morgan Stanley.

Demonetisation: Good for bond mkts, short-term negative for equities, says CLSA

Commenting on emerging markets and India‘s demonetisation drive, Wood said that demonetisation will be negative for equities in short term, adding that the move is a positive for bond and currency markets. Besides, demonetisation will lead to increase in deposits in banks, Wood said.

US policy not likely to change a lot if Trump wins: UR Bhat

Discussing market fundamentals on CNBC-TV18, UR Bhat said that a Donald Trump presidency will bring uncertainty in the market but the US policy is not likely to change dramatically if he wins.

Don't expect Fed to hike rate this year, buy on dips: Experts

Laurence Balanco of CLSA says the Nifty continues to hesitate at resistance provided by the upper boundary of the newly formed uptrend channel which coincides with the July/October 2015 highs.

CLSA invests in Indiabulls Hsg & DLF, ups investment in Prestige

Christopher Wood of CLSA says investments in Indiabulls Housing Finance and DLF will be introduced with 3 percent each, while the existing investment in Prestige Estates will be increased by 1 percent.

India likely to underperform: CLSA

India in relative terms is likely to continue to underperform in an Asia and emerging market context if the weak dollar-long oil and related long commodity trade continues to play out as it has done since the February low, says Christopher Wood of CLSA.

Crude oil likely to hit $20/bbl, OPEC-Russia summit eyed: CLSA

According to Greed & Fear, oil is much more likely to go to USD 20 a barrel than to recover to USD 60 a barrel. He feels still the rally may last a while longer given that Saudi needs to price its planned USD 5 billion international bond issue.

Greed & Fear prefers India to China as a structural story: CLSA

India bank credit growth slowed to 8.8 percent Y-o-Y in October before accelerating to 11 percent Y-o-Y in December, while nominal GDP growth slowed from 13.4 percent Y-o-Y in Q2FY14 to 6 percent Y-o-Y in Q3FY15.

CLSA maintains triple overweight on India in APAC ex-Japan

Christopher Wood, CLSA believes it is still the case for now that India remains a better relative-return story in the Asia and emerging market context than an absolute-return story given the continuing lack of any evidence of a renewed private-sector capex cycle.