Greed & Fear

India to outperform Asian, EM peers; high valuation a challenge: Chris Wood

Will remain slightly Overweight India in the Asia Pacific ex-Japan relative-return portfolio, says Christopher Wood, global head of equity strategy at Jefferies in his GREED & Fear note to investors.

Chris Wood ups India stake; hikes allocation by 2% amid resilient stock mkt

In his Asia Pacific ex-Japan asset portfolio, allocation to Indian equities at 16 per cent is the second highest after his exposure to China, which stands at 31 per cent.

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

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 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

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

Chris Wood rejigs India exposure; says lockdown disastrous for economy

Wood has rejigged his exposure to Indian stocks in his Asia ex-Japan long-only portfolio with HDFC Bank and ICICI Bank paving the way for Cipla. Besides, he remains bullish Reliance Industries.

CLSA not convinced by rally in oil and gold

GREED and fear report says oil surge due to Saudi Arabi and Russia suggesting oil output freeze