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CHRISTOPHER WOOD PORTFOLIO
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying offJefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October...- HDFC Bank shares fall 2% to fresh 52-week low despite victory in Credit Suisse AT1 bonds cases in BahrainHDFC Bank shares fell despite the rejection of all seven Bahrain cases linked to Credit Suisse AT1 bonds. The stock remains under pressure ...
- Battle of metals: Gold or silver? What should investors choose as Warsh stokes rate hike fears?Gold and silver have rallied sharply, but renewed US rate hike fears following Fed Chief Kevin Warsh’s Jackson Hole remarks have clouded th...
- Has the S&P 500 really doubled since 2023? Chris Wood says it is down 21% in gold termsJefferies’ Christopher Wood highlights a sharp divergence in market returns: while the S&P 500 has doubled in dollar terms since early 2023...
- HDFC Bank shares fall 2% to fresh 52-week low, tumble 30% in 10 months. What lies ahead?HDFC Bank shares fell to a fresh 52-week low after a US investor filed a securities fraud class-action lawsuit against the bank and two sen...
- Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buyin...
- US debt tops $40 trillion: Chris Wood flags the 5% trigger that could rattle stock marketUS public debt has crossed $40 trillion as its fiscal position worsens and Treasury yields move closer to levels that could threaten equiti...
- Jefferies' Chris Wood sells HDFC Bank, PB Fintech shares to buy 2 new stocksJefferies' Christopher Wood is reshuffling his India long-only model portfolio, dropping HDFC Bank and PB Fintech's PolicyBazaar in favor o...
- Jefferies' Chris Wood cuts India weightage in portfolio. Here's whyJefferies strategist Christopher Wood has reduced India’s weighting in his Asia portfolio, citing heavy global investor positioning in AI-l...
- Jeffries’ Chris Wood raises Bitcoin allocation at cost of goldIn his weekly note to investors titled 'Greed and Fear', Wood said he is not giving up on gold yet but said it is risky for ageing gold bug...
- Jefferies' Chris Wood adds L&T in India portfolio in place of TVS MotorShares of TVS Motor was up 0.3% at Rs 559.90 and L&T was up 0.9% at Rs 1727.75 at mid-day trade on Friday.
- Chris Wood ready to buy any big dip in Nifty"My only concern about India is a tactical one that the Indian market has done extremely well and valuations are high," Christopher Wood, g...
- Jefferies' Chris Wood launches India equity portfolioWood said it is not a perfect time to start an Indian portfolio since the Sensex is near an all-time high, though for that matter, so are m...
- Consumer financing boom in India has peaked: Chris WoodLender says it would renew the process to sell broking business.
- CLSA's Chris Wood cuts India overweight on LTCG worriesWood said he has reduced overweight on India by a further three percentage points.
- Zero rates negative for growth, but Fed liftoff unlikely this year: Christopher Wood, CLSA"While the chances of a December liftoff has increased, his base case remains that there would be no rate hike this year."
- Commodity super cycle over; India, China will hold out despite Fed rate hikes: Christopher Wood"What we are seeing in the commodity markets is capitulation to the fact that Chinese commodity super cycle has peaked."
- CLSA’s Christopher Wood plans to raise India weightage by 1pptWood said that he would increase his weightage if the market dips. The market has corrected by over 1000 pts so far in Dec alone.
- Won’t be surprised if Indian markets underperform in near term: Christopher Wood, CLSAI will use any significant underperformance in India as an opportunity to increase my asset allocation.
- Slowing investment cycle more worrying for India than EU crisis, rupee or deficits: Christopher Wood, CLSAThe Indian mkt not as cheap as it got in the worst point in 2008 but it is a lot cheaper than it has been many times in the past, says Chri...
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