Page 3 - Chris Wood Jefferies

Foreign investors likely to return to Indian equities soon: Chris Wood

Foreign portfolio investors exited India in droves and have sold stocks since October 2021 amid fears of an earlier and faster-than-expected rate hike by the US Federal Reserve (US Fed)

Over half the stocks that debuted in FY22 trade below listing-day close

Despite the likelihood of an aggressive rate hike by the US Federal Reserve (US Fed), a correction in equity markets, analysts expect the primary market action to stay on track, albeit a minor hiccup

Sensex can hit 100,000 mark in five years, believes Chris Wood

A similar view was shared by Raamdeo Agrawal, co-founder and joint managing director, Motilal Oswal Financial Services, who suggested that Indian equity markets were on the cusp of a major bull-run

Indian equities are in a bull-phase; buy on dips: Chris Wood

A budget is a good one if it does not create headlines and that's what the Indian budget has proved to be

Market strategy: Time to be greedy or fearful? Here's what analysts suggest

Most Asian markets slipped with Japan's Nikkei down 2 per cent and Straits Times slipping nearly one per cent. Shanghai Composite, Kospi and Taiwan were down 0.2-0.4 per cent, each

Buy growth and value stocks to beat inflation woes, advises Chris Wood

Led by a sharp rise in commodity prices, especially crude oil, and supply-side issues, most economies across the globe have been battling rising inflation over the past few months

Chris Wood hikes exposure to crypto currency; sells gold for Bitcoin

Wood believes Bitcoin is a competitor to the yellow metal as a store of value and it is one with a built-in quantitative tightening dynamic due to the halving process roughly every four years

Any sell-off in Indian equities is a good time to buy: Chris Wood

Christopher Wood, global head of equity strategy at Jefferies reiterates his bullish view, remains structurally overweight on India, and would look to buy Indian stocks on every decline

Structural bull-run in Indian stock market remains intact: Chris Wood

A ripple effect from the likely fallout of China's Evergrande and a possible change in stance by RBI are the two key risks for the market rally, says the global head of equity strategy at Jefferies

Taper tantrum: Indian stock market likely to underperform, says Chris Wood

The major risk to Indian equities, according to him, is the arrival of a new Covid variant, which he says the country shares with the rest of the world.

Oil stocks are the best cyclical, economy reopening bet: Chris Wood

Global markets, according to a note by Goldman Sachs, are currently underestimating the demand for oil

Indian stock market vulnerable to the rise in Covid cases: Chris Wood

The renewed mobility restrictions in India, he believes, also increase the potential risk of a renewed deterioration in asset quality for banks

Chris Wood trims India exposure as Covid cases rise

Earlier in December 2020, he raised exposure to Indian equities twice in this and reiterated his bullish on cyclical sectors as economic indicators showed improvement

Use any market correction to stock up on cyclicals, says Chris Wood

Besides Wood, analysts at Credit Suisse Wealth Management also recommend hiking exposure to cyclical stocks as they do not see a repeat of the stringent lockdown seen in 2020

Chris Wood hikes exposure to Indian equities despite expensive valuation

Wood believes that India will, sooner rather than later, be included in global bond indices as a result of recent liberalisation measures.

Chris Wood bullish on cyclical stocks; sees more stimulus from US Fed

GREED & fear's view is that there is a scope for US Fed action inter-meeting if the market action is violent enough

Economic contraction in India an opportunity for long-term investors: Wood

Chris Wood expects the recently concluded quarter to mark the bottom of the economic contraction

Chris Wood sees gold price trebling from current levels to $5,500/ounce

On a year-to-date (YTD) basis, gold prices have surged 27 per cent

Economic recovery in India hinges on moratorium duration: Chris Wood

Wood suggests that moratorium could trigger a consumer lending non-performing loans (NPL) cycle

Global equity markets are likely to continue their up move: Chris Wood

Most analysts agree that the road ahead for the markets will depend on how the government and other policymakers - in India and other countries - adopt measures to combat this crisis.