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Source: Live Mint Christopher Wood, a US-based investment banking group, Jefferies’ global strategist, recommended that global investors increase their exposure in the Indian stock market and sell US stocks amid the uncertainties looming over the capital markets due to Trump tariffs, as per a Business Standard report. Wood reiterated his bullish stance on the Indian…
Source: Live Mint In a week marked by global financial turbulence and mounting protectionist fears, Jefferies’ Chris Wood has doubled down on India. In the latest edition of his GREED & fear newsletter, the veteran strategist announced a two-percentage-point increase in India’s allocation within Jefferies’ Asia Pacific ex-Japan relative-return portfolio—raising the country to Overweight status…
Source: Live Mint Christopher Wood, global head of equity strategy at Jefferies, has reshuffled his Asia ex-Japan and global long-only portfolios, making notable changes in his Indian holdings. He increased his exposure to Indian real estate and online travel stocks while trimming stakes in select banking and technology names. Wood also recommended reducing exposure to…
Source: Live Mint Amid the ongoing market downturn, veteran global fund manager Chris Wood of Jefferies has made adjustments to his India long-only portfolio. Portfolio Changes In his latest “GREED & FEAR” note, Wood announced the inclusion of InterGlobe Aviation Ltd., the operator of IndiGo, with a 4 percent weighting in the India long-only portfolio….
Source: Business Standard The US Federal Reserve (US Fed) surprised the global financial markets with a higher-than-expected rate cut of 50 basis points (bps) on Wednesday. Puneet Wadhwa caught up with CHRISTOPHER WOOD, global head of equity strategy at Jefferies in New Delhi on his interpretation of the Fed’s move, its implications for global…
