Page 4 - Chris Wood

Top headlines: Losses for Indian airlines, Chris Wood rejigs India exposure

As regards India, Wood remains concerned that the lockdown in the economy continues, which in turn, will impact the consumer lending cycle

Chris Wood ups China stake amid coronavirus fear; trims India exposure

Wood believes the Narendra Mod government seems to be prioritising the social agenda over economic issues

Morgan Stanley, Jefferies turn cautious on EMs amid coronavirus fears

Chris Wood believes the best way of hedging long equity exposure is to remain long Eurodollar futures which are now discounting one 25 basis point (bps cut) this year

India's insurance is one of Asia's better long-term stories: Chris Wood

In September 2019, he had bought SBI Life Insurance and HDFC Life Insurance, which now account for 5 per cent and 4 per cent weight in the above-mentioned portfolio

Ultimate price target for gold $4200 per ounce in long term: Chris Wood

With the US-Iran crisis not lacking vigour, gold prices are correcting

Social, political agenda more important for Modi than economy: Chris Wood

Earlier this month, Wood had suggested that the Indian economy was a victim of Narendra Modi government's shock therapy since he assumed power in 2014

Chris Wood cuts India exposure; DLF replaces Godrej Properties in portfolio

Besides India, weightage of Indonesia, Thailand and Vietnam has also been cut by one percentage point each. On the other hand, exposure to Korea has been increased by 5 percentage points

Indian economy a victim of Modi govt's shock therapy, says Chris Wood

Wood expects the government to continue to announce measure to prop-up the economy, but remains mindful of the widening fiscal deficit

Capex cycle revival, Modi re-election key for rally: CLSA's Chris Wood

The 'Indian story' will be badly damaged if the formidable Narendra Modi government was not re-elected for another term, writes Christopher Wood