Jefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...

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

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 maintains a bullish outlook on HDFC Bank, deeming its current valuation attractive after a significant stock decline. Despite rec...

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

India has become the “reverse AI trade” in emerging markets, underperforming the MSCI Emerging Markets Index by 27 percentage points year-t...

Jefferies’ Chris Wood warned that Wall Street’s AI-driven rally could end in a “massive overinvestment bust” as hyperscalers ramp up $350 b...

Jefferies’ Chris Wood has exited Aditya Birla Real Estate after a 183% rally since 2021, reallocating funds to Mahindra & Mahindra. The bro...

Investment guru Chris Wood criticizes US President Donald Trump's tariffs on India and Brazil. He describes the US approach as "xenophobic ...

The veteran strategist's warning comes amid a surge in equity supply, which reached $7.2 billion in May and has already hit $6 billion in J...

As bond yields rise and geopolitical tensions intensify, Bitcoin is showing signs of evolving into a digital safe-haven like gold. Jefferie...

Jefferies’ Chris Wood criticizes Trump’s sweeping new tariffs, calling April 2 “an impoverishment day.” With steep levies on key Asian econ...

In the Union Budget announced on July 23, Finance Minister Sitharaman raised both short-term and long-term capital gains tax rates, to 20% ...

Chris Wood predicts investors may tilt towards consumption plays over investment plays, anticipating focus on populist measures and revival...

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

Describing the monthly chart of US bond yield as “the most important chart in the world”, a break of the trend would amount to confirmation...

Over the last decade, the benchmark S&P 500 is up 193 per cent, while FAANG stocks have delivered an average return of more than 1,151 per ...