Rising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...

Jefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his cor...

FIIs offloaded nearly 50 crore shares of HDFC Bank in Q4 as the stock slumped 26% amid a governance crisis triggered by the exit of former ...

Jefferies’ Christopher Wood exits HDFC Bank from key portfolios following concerns triggered by chairman Atanu Chakraborty’s resignation. T...

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...

Jefferies strategist Chris Wood slammed Donald Trump’s 50% tariffs on Indian goods — including a penalty for Russian oil buys — as “draconi...

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...

Chris Wood, who has long been optimistic on India's growth story, reiterated that the country has the best economic equity story among emer...

Chris Wood, chief analyst at Jefferies, has expressed confidence in the re-election of the BJP government, led by Prime Minister Modi, in t...

Chris Wood of Jefferies predicts that the Sensex will reach 100,000 in a matter of time based on a trend 15% EPS growth assuming a five-yea...

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

"If Asia looks better in aggregate on comparative valuations, there is one market where valuations are undoubtedly challenging. That is GRE...

"The portfolio is 40% invested in India, with a 27% exposure to China and another 11% allocated to Taiwan and Korean technology. The Indian...

Wood said the key issue in the coming months will be whether the Fed keeps going until inflation is below 2 per cent or would the US centra...

Chris Wood has been consistently bullish on the Indian equity market since the onset of the pandemic as reflected in the fact that he recen...

Jefferies' Global Head of Equity Strategy said the renewed restrictions on activity could also raise again the potential risk of a renewed ...

If India gets its investment cycle going again, there is no reason why the country can't grow 9-10%, says CLSA's Chris Wood.