Greg Abel has started deploying Berkshire Hathaway's record cash pile after taking over as CEO from Warren Buffett. With nearly $400 billio...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

Jefferies' Chris Wood says investing in SpaceX is ultimately a bet on Elon Musk rather than valuation metrics. He highlighted the explosive...

Jefferies strategist Christopher Wood has reduced India’s weighting in his Asia portfolio, citing heavy global investor positioning in AI-l...

Chris Wood cautioned that the US stock market’s AI-driven rally may be nearing its peak, comparing current exuberance to the Nasdaq boom of...

Investor Chris Wood of Jefferies has sold Reliance Industries shares and reduced exposure to select banks, shifting focus to Ambuja Cement ...

Market strategist Chris Wood of Jefferies has raised Reliance Industries' weightage and introduced DLF in his model portfolios, reflecting ...

The 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...

Jefferies' Global Head of Equity Strategy Chris Wood has added GMR Airports Infrastructure to India portfolio and reduced stakes in ICICI B...

Wood, in the latest edition of GREED & fear, highlighted that the valuation differential between India and China has reverted to its tradit...

In 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...

Wood 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...

"My only concern about India is a tactical one that the Indian market has done extremely well and valuations are high," Christopher Wood, g...

Wood has allocated 17 per cent to real estate stocks -- Godrej Properties, Century Textiles and DLF -- in his newly launched portfolio. Fin...

Wood has increased weightage of Indian equities by 150 basis points to 14 per cent in his Asia Pacific ex-Japan relative-return portfolio, ...