Page 2 - Chris Wood

Indian equities are in a bull-phase; buy on dips: Chris Wood

A budget is a good one if it does not create headlines and that's what the Indian budget has proved to be

Any sell-off in Indian equities is a good time to buy: Chris Wood

Christopher Wood, global head of equity strategy at Jefferies reiterates his bullish view, remains structurally overweight on India, and would look to buy Indian stocks on every decline

Buy growth, value stocks for equity portfolio to beat inflation: Chris Wood

Global fund managers should keep an eye on the 5-yr forward inflation expectation rate in the US to get a sense of the timing of taper by the US Fed

Chris Wood launches India-dedicated equity portfolio with 16 stocks

The portfolio includes marquee stocks such as ICICI Bank, HDFC, Bajaj Finance, and Reliance Industries

All you wanted to know about Chris Wood's investing strategies

Investors should stick with the pro-cyclical commodity trade, particularly energy, Wood said

Oil stocks are the best cyclical, economy reopening bet: Chris Wood

Global markets, according to a note by Goldman Sachs, are currently underestimating the demand for oil

Use any market correction to stock up on cyclicals, says Chris Wood

Besides Wood, analysts at Credit Suisse Wealth Management also recommend hiking exposure to cyclical stocks as they do not see a repeat of the stringent lockdown seen in 2020

Investors should be prepared for biggest inflation scare since 1980s: Wood

The return of inflation fears have been stoked again by the rise in commodity prices, especially oil

Chris Wood sees further rise in bond yields, oil at $100 a barrel

The 10-year and 30-year US Treasury finished at 1.34 per cent and 2.13 per cent, respectively, last week

India is Asia's best post-Covid recovery story: Chris Wood

Rising inflation expectations, Wood believes, is one of the reasons that will boost cyclical trades going ahead, and the best way to play this is via bank and oil-related stocks

Chris Wood bullish on Indian equities despite runaway rally since March low

For the market to have a real nasty unwind at the global level, Wood believes there needs to be a catalyst in the form of an economic downturn or a material tightening in US Fed policy

Chris Wood cuts exposure to gold, a first in years; invests in Bitcoin

Despite the investment in bitcoin by trimming exposure to gold, Wood still continues to remain bullish on the yellow metal

Chris Wood hikes allocation to Indian equities; raises stake in HDFC

Among Indian stocks, besides HDFC, Wood also holds Reliance Industries (RIL), Maruti Suzuki, SBI Life Insurance, DLF and Cipla

Chris Wood bullish on cyclical stocks; sees more stimulus from US Fed

GREED & fear's view is that there is a scope for US Fed action inter-meeting if the market action is violent enough

Economic recovery in India hinges on moratorium duration: Chris Wood

Wood suggests that moratorium could trigger a consumer lending non-performing loans (NPL) cycle

Central banks may be forced to sell gold; India at risk: Chris Wood

According to reports, official gold reserves in India totaled 653 tonnes at the end of March 2020, while those in Saudi totaled 323 tonnes.

Stock market eyeing economy reopening, not virus-related data: Chris Wood

As regards the United States (US), Wood expects a gradual opening up in May

Top headlines: Losses for Indian airlines, Chris Wood rejigs India exposure

As regards India, Wood remains concerned that the lockdown in the economy continues, which in turn, will impact the consumer lending cycle

Chris Wood ups China stake amid coronavirus fear; trims India exposure

Wood believes the Narendra Mod government seems to be prioritising the social agenda over economic issues

Morgan Stanley, Jefferies turn cautious on EMs amid coronavirus fears

Chris Wood believes the best way of hedging long equity exposure is to remain long Eurodollar futures which are now discounting one 25 basis point (bps cut) this year