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JEFFERIES 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...- 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...
- Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investorsReliance Industries is charting a new course to boost its stock for 44 lakh investors, moving beyond a potential Jio IPO. Billionaire Mukes...
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
- From tax exemption to FCNR(B) deposits: How India is trying to attract foreign capitalIndia is taking steps to attract foreign investment and boost its economy. The Reserve Bank of India and the government have introduced new...
- Kuku FM readies public market debut; SoftBank books Lenskart gainsKuku FM's parent has taken the first step towards a stock market listing. This and more in today's ETtech Top 5.
- Audio book platform Kuku files confidential papers for up to Rs 3,500-cr IPOKuku Technologies, operator of Kuku FM and Kuku TV, is planning a Rs 3,000 crore IPO. The company aims for a Rs 15,000 crore valuation. Fun...
- Market Outlook: US-Iran talks, crude oil among 5 factors to drive D-St in first week of JuneMarkets brace for a crucial week. Investors watch US-Iran peace talks closely. Crude oil price drops also impact sentiment. Foreign investo...
- The 2013 ghost returns: Will higher gold duties actually restrict imports or just fuel the grey market?India’s shock hike in gold and silver import duty to 15% has revived memories of the 2013 crisis. While the move aims to curb dollar outflo...
- Jefferies blames HDFC Bank controversy for impacting banking sector valuationsJefferies said the leadership uncertainty at HDFC Bank has become a major overhang for the banking sector, dragging benchmark valuations de...
- Godrej Consumer shares tumble 6% despite Q4 show. Should you buy, sell or hold the stock?Godrej Consumer Products shares dropped nearly 6% on Thursday despite reporting a 9.7% YoY rise in Q4 net profit and double-digit revenue g...
- AI boom drowns out war fears to fuel Asia’s great market divideAsia's markets are split: South and Southeast Asia grapple with rising oil prices impacting trade and stocks, while North Asia's tech giant...
- Jefferies says Gold enters consolidation phase after retail-driven frenzy buying this yearGlobal investment firm Jefferies in its latest report said that gold has entered a consolidation phase following a strong retail-driven buy...
- Jefferies’ Chris Wood sells India to buy more of China in Asia ex-Japan portfolioChris Wood cautioned that the US stock market’s AI-driven rally may be nearing its peak, comparing current exuberance to the Nasdaq boom of...
- RIL, DLF among Chris Wood’s top bets as he tweaks portfolio. Check what changedMarket strategist Chris Wood of Jefferies has raised Reliance Industries' weightage and introduced DLF in his model portfolios, reflecting ...
- Jefferies' Wood picks GMR Airports, reduces weights in three banksWood said, in his weekly Greed & Fear newsletter, that the airport operator's introduction into its portfolio will be at the expense of the...
- Indian banks look cheap relative to Indian market: Jefferies"It is widely acknowledged that India remains at risk tactically because of the need to fund increased positions in China but there is wide...
- How India bull Chris Wood’s portfolio is performing amid wild swings“The portfolio remains primarily geared to the domestic demand story in India. The portfolio is 40% invested in India, with a 27% exposure ...
- Chris Wood banks on realty, oil to drive his newly launched India portfolioWood has allocated 17 per cent to real estate stocks -- Godrej Properties, Century Textiles and DLF -- in his newly launched portfolio. Fin...
- Consumer financing boom in India has peaked: Chris WoodLender says it would renew the process to sell broking business.
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