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JEFFERIES CHRIS WOOD
Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels playChristopher Wood, the global head of equity strategy at Jefferies, identifies India's energy sector as a promising arena for growth, driven...- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageJefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft c...
- AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...
- Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and goldJefferies has warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly...
- Aditya Infotech shares can rally up to 27%? Why Motilal Oswal initiated coverage on the stockMotilal Oswal sees 27% upside in Aditya Infotech, citing strong surveillance demand, rising market share, STQC norms and improving margins....
- Why Jefferies’ Chris Wood sees gold as the second-best hedge amid Iran war and fiscal risksJefferies’ Christopher Wood sees gold as the second-best hedge for investors amid rising geopolitical and fiscal risks linked to the Iran c...
- Hindustan Copper shares jump 4%. What’s driving the rally?Hindustan Copper shares rose on Friday as global copper prices gained on a weaker US dollar, while technical indicators pointed to improvin...
- 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...
- One common stock across 6 top performing mutual funds: Is MCX a signal or a crowded trade?MCX is the sole stock held by six top-performing mid and small-cap mutual funds. Analysts at UBS see a re-rating opportunity, upgrading the...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- FIIs dumped nearly Rs 1 lakh crore worth of these 10 stocks but 8 defied the selloffForeign investors sold nearly Rs 1 lakh crore from ten Indian stocks. Eight of these companies saw their stock prices increase despite the ...
- Retail investors make Rs 18,000 crore bold contra bet on 6 falling bluechip stocks. Will it pay off?In a bold move, retail investors invested a whopping Rs 18,000 crore in six blue-chip stocks that were on a downward trend. They scooped up...
- FIIs now backing India's consumers, not capex: July data reveals major rotationForeign investors returned to Indian equities in July, but their buying reflected selective, defensive positioning. Consumer services, heal...
- 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...
- Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
- Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting startedDespite gold's recent pullback from record highs, Jefferies' Chris Wood and billionaire investor John Paulson believe the long-term bull ma...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- Jefferies' Chris Wood sells Birla stock after 183% rally to buy MahindraJefferies’ Chris Wood has exited Aditya Birla Real Estate after a 183% rally since 2021, reallocating funds to Mahindra & Mahindra. The bro...
- Indian economy will take $55-60 billion hit from Trump's 'draconian' tariffs, warns Chris Wood of JefferiesJefferies strategist Chris Wood slammed Donald Trump’s 50% tariffs on Indian goods — including a penalty for Russian oil buys — as “draconi...
- Chris Wood on Indian markets, economy and sectoral preferencesJefferies' Chris Wood shares his view on the Indian economy, markets and sectoral picks.
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