Searched for
CHRIS WOOD PORTFOLIO
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- Investing in SpaceX all about believing in Elon Musk: Chris Wood of JefferiesJefferies' Chris Wood says investing in SpaceX is ultimately a bet on Elon Musk rather than valuation metrics. He highlighted the explosive...
- 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...
- Jefferies’ Chris Wood sells India to buy more of China in Asia ex-Japan portfolioChris Wood cautioned that the US stock market’s AI-driven rally may be nearing its peak, comparing current exuberance to the Nasdaq boom of...
- Chris Wood of Jefferies sells Reliance Industries shares to buy Adani stockInvestor Chris Wood of Jefferies has sold Reliance Industries shares and reduced exposure to select banks, shifting focus to Ambuja Cement ...
- RIL, DLF among Chris Wood’s top bets as he tweaks portfolio. Check what changedMarket strategist Chris Wood of Jefferies has raised Reliance Industries' weightage and introduced DLF in his model portfolios, reflecting ...
- India still the best structural story in Asia and even globally; China & India may outperform as US market declines: Chris WoodChristopher Wood, Global Head-Equity Strategy at Jefferies, maintains that despite recent corrections, India remains the best structural st...
- Private sector capex fueling India's market boom: Chris WoodThe banks have also had a bit of a regulatory headwind because the RBI has been quite pre-emptive in terms of regulatory initiatives in rec...
- Chris Wood of Jefferies picks GMR Airports, trims stake in 3 bank stocksJefferies' Global Head of Equity Strategy Chris Wood has added GMR Airports Infrastructure to India portfolio and reduced stakes in ICICI B...
- Chris Wood of Jefferies buys Airtel to pare stake in RIL, HDFC BankChris Wood, in his Greed & Fear weekly newsletter, said he was pleasantly surprised at the Budget which was almost devoid of vote-buying po...
- Jefferies’ Chris Wood increases bet on Zomato, reduces investment in ONGCChristopher Wood will increase investment in Zomato by one percentage point. This will be done by cutting investments in Oil and Natural Ga...
- Chris Wood says India poised to outperform Asian & emerging market peersWood, in the latest edition of GREED & fear, highlighted that the valuation differential between India and China has reverted to its tradit...
- 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...
- A structural bull story unfolding in Indian realty: Jefferies' Chris WoodIndian stocks now have the largest 36 per cent weight in the portfolio. This is more than the combined weight of China and Taiwan. Other te...
- Jeffries’ Christopher Wood adds Bajaj Finance to his Asia ex-Japan portfolioWood in his latest Greed & fear report said he is adding Bajaj Finance to the portfolio with a 4 per cent weightage. It replaces LG Chem, t...
- 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...
- Chris Wood banks on realty, oil to drive his newly launched India portfolioWood has allocated 17 per cent to real estate stocks -- Godrej Properties, Century Textiles and DLF -- in his newly launched portfolio. Fin...
- Chris Wood cranks up bullishness on India amid roaring rallyWood has increased weightage of Indian equities by 150 basis points to 14 per cent in his Asia Pacific ex-Japan relative-return portfolio, ...
Load More
