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CHRIS WOOD ASIA PORTFOLIO
AI capex cycle likely to end with market pushback, not spending cuts: JefferiesGlobal brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience fo...
Vaibhav Sooryavanshi becomes India's youngest international debutant, breaks Tendulkar's recordBihar's Vaibhav Sooryavanshi, at 15 years and 99 days, has shattered Sachin Tendulkar's 37-year-old record as India's youngest internationa...
Quote of the day by Coldplay front man Chris Martin: 'I think in life everyone needs to be broken in some way..' ; life lessons on dealing with setbacks from British singerColdplay frontman Chris Martin believes facing life's inevitable challenges, even heartbreak and illness, is crucial for personal growth. H...
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
India vs England T20I: Shreyas Iyer, Abhishek shine with fifties before rain forces match abandonmentAbhishek Sharma's rapid 59 and Shreyas Iyer's steady 68 offered India a glimmer of hope in their T20I opener against England. Despite a rai...
England vs India 1st T20I Playing 11: Check probable XIs, full squads and head-to-head recordIndia faces a stern test against England in the opening T20I at Chester-le-Street, aiming to rebound from a surprising series loss to Irela...
JSW MG Motor posts record June sales as EVs contribute over 75% of volumesJSW MG Motor India achieved its highest-ever monthly wholesale sales in June, with a 30% year-on-year increase to 7,568 units. Electric veh...
No cutting trees yet, 200% stronger wood: Japan’s 600-year-old technique for producing wood is a lesson on sustainable forestryDiscover Daisugi, a 600-year-old Japanese tradition offering premium timber without deforestation. This ingenious method, originating in 14...
Kotak Mahindra Bank shares in focus on deal to buy Deutsche Bank’s retail business for Rs 282 croreKotak Mahindra Bank will acquire Deutsche Bank India's retail banking, private banking and wealth management business, adding a sizeable lo...
Global funds revisit Indian stocks as oil, rupee risks recedeGlobal fund managers are reconsidering their exit from Indian stocks as falling oil prices and rupee stabilization ease key investment conc...
Indian economy remains exposed to energy price shocks: RBI reportIndia's economy faces potential exchange rate volatility due to rising oil prices and supply chain issues, an RBI report revealed. Despite ...
Bank credit to industry grows at robust 17.5% in May: RBIIndian banks witnessed a significant surge in credit to industries, with a robust 17.5% annual growth in May. This expansion was driven by ...
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...
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...
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...
FIFA World Cup 2026: New Zealand disappointed but proud after exitNew Zealand's World Cup campaign concluded with a 5-1 defeat to Belgium, leaving them at the bottom of Group G. Despite the loss, coach Dar...
Quote of the day by Chris Browne: "In a world that thrives on 24 hours a day financial news, inactivity is seen as brain dead"Chris Browne’s quote highlights the importance of patience in investing amid constant market noise. The piece explains how excessive tradin...
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...