Chris Wood

Indian stock market could be bottoming out after crash, says Chris Wood

As an investment strategy, Wood has taken exposure in the US-listed online travel company MakeMyTrip in the India long-only portfolio with a 4 per cent weighting

Will book profit in cryptocurrency Bitcoin at $150,000 levels: Chris Wood

Bitcoin, meanwhile, has gained 164 per cent in the last one year - from a level of around $37,000 to nearly $98,300 now. This is despite the cryptocurrency halving in April 2024.

Elon Musk cutting $2 trn in US spend is negative for markets: Chris Wood

There is growing evidence of liquidity tightening in the US, Wood said, which raises a near-term risk to equities

Chris Wood trims India exposure; says geopolitics biggest risk to markets

A deterioration in the geopolitical situation is the biggest risk to global equity markets, Wood said, which he believes is not yet fully discounted by them

Tactically cautious on India, Fed rate cut quantum a surprise: Chris Wood

If the US Federal Reserve (US Fed) rate cut is combined with a weaker dollar then the EMs (ex-China) should do well

Global stock market sell-off: Chris Wood of Jefferies decodes impact

Indian stock market is much more resilient in the face of a US downturn and related Wall Street sell-off than the likes of Japan, Wood said

Why is China turning its back to gold jewellery? Chris Wood explains

In dollar terms, gold prices hit $2,331/oz at the end of H1-CY24, according to WGC data, rising 12.1 per cent during this period

India in early stages of equity cult; budget eyed for populism: Chris Wood

Capital gains tax rate change in the Budget 2024 on July 23 can trigger a bigger correction than seen post Lok Sabha election outcome, Wood said

Geopolitics remains by far the biggest risk to markets, says Chris Wood

Back home, the midcap segment, Wood said, remains vulnerable to a correction. He believes there will also be a temptation for investors to tilt the portfolio more towards consumption plays

Why did Chris Wood of Jefferies sell his holding in HDFC Bank stock?

Calendar year 2024 (CY24) will be a good year for 'quality stocks and bonds', according to analysts at Morgan Stanley. Stocks, they said, have priced in a 'perfect landing' scenario

Why is Chris Wood of Jefferies turning bullish on China equities?

Chris Wood has hiked exposure to the dragon nation in his Asia Pacific ex-Japan relative-return portfolio by two-and-a-half percentage points to maintain a 'Neutral' weighting

Why are gold prices rising? Chris Wood of Jefferies explains

China's official gold reserves, Wood said, have increased by 314 tonnes, or 16.1 per cent, from 1,948 tonnes at the end of October 2022 to 2,262 tonnes at the end of March 2024

India market-cap to hit $10tn by 2030; sharp run near-term risk: Chris Wood

While market valuation is high, it should be seen in the context of the acceleration in growth, Wood says

Equity, money markets in the US remain polarised, says Chris Wood

Another key development in the US, that the global equity markets would eye over the next few months, is how the political landscape shapes up ahead of the presidential elections

L&T, RIL, AU Small Finance Bank: Chris Wood rejigs India equity portfolio

This, he wrote in his weekly note, GREED & fear, will be paid for by reducing the existing investments in Bajaj Finance, Oil & Natural Gas Corporation (ONGC), and Reliance Industries (RIL)

BS BFSI Summit: India is world's best growth story, says Christopher Wood

Markets may correct 25% if BJP loses in 2024: Chris Wood at BS BFSI Summit

Markets may ignore West Asia events till there's no invasion: Chris Wood

Over the past few weeks, equity markets have reacted sharply to the developments in West Asia with most frontline indices across the globe slipping 1 per cent to 7 per cent.

Israel-Palestine war: Markets not pricing in an escalation, says Chris Wood

An immediate fallout of the developments has been on crude oil prices, which are now nearing $94 a barrel (Brent crude), rising nearly 12 per cent from $84 a barrel a fortnight ago

Global funds are beginning to pay more attention to India: Chris Wood

Any correction in the Indian stock markets should be used to buy property, banks and industrial stocks, he advised

Midcap stocks have room to correct; buy the dips: Chris Wood

Thus far in calendar year 2023 (CY23) the Nifty Midcap 100 index has surged 29 per cent, as compared to 11 per cent gain in the Nifty 50