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JEFFERIES GREED AND FEAR
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...
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...
China's domestic economy remains weak despite export boom, says Jefferies reportChina's economy shows a worrying trend: while exports are booming, especially in semiconductors, domestic demand is faltering. Consumer spe...
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...
CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
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...
Good news for Indian mutual fund investors: SpaceX could join Nasdaq 100 after 15 trading daysSpaceX’s expected entry into the Nasdaq-100 could give Indian investors indirect exposure through Nasdaq-linked mutual funds. Jefferies say...
SpaceX IPO: Why Wall Street biggies Chris Wood, others are not impressed with $1.8 trillion listingDespite significant investor interest, Wall Street experts like Chris Wood and Aswath Damodaran express skepticism over SpaceX's $1.8 trill...
China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
US-led AI investments risk capital destruction: Chris WoodJefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...
AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
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 ...
Equity capital gains in personal income to reach up to 15% in FY24: JefferiesIn the latest Greed & Fear report, Jefferies' India research head Mahesh Nandurkar emphasizes a significant rise in capital gains within pe...
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...
Jefferies’ Chris Wood says pressure on US Fed to address inflation issue has peakedChina has managed to avert a hard landing by offering a relief package to the residential property developers, whether the sector will see ...
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...
Here’s one thing Jefferies' Chris Wood doesn’t want crypto investors to doBitcoin, Dogecoin and Ethereum’s over 50 per cent collapse from their all-time highs sent shockwaves throughout the financial markets.
Piggy banks no more! Modi win a nail in coffin for old elite: Chris WoodWood said businesses now face the real threat of losing assets due to the bankruptcy act.
Jefferies appoints Chris Wood as global head of equity strategyPrior to entering the investment business, Wood was a financial journalist.