Market veteran Chris Wood of Jefferies has made significant changes to his long-only portfolios, which involves a shuffle in a lot of Real Estate stocks, along with Nifty 50 heavyweight Reliance Industries Ltd. Chris Wood wrote in his latest GREED & fear note that he will be increasing the investment in Reliance Industries in his […]
GREED & fear: Chris Wood introduces investment in InterGlobe Aviation, removes this PSU stock – CNBC TV18
Veteran global fund manager Chris Wood of Jefferies has introduced more changes to his India long-only portfolio. He will be introducing coverage in India’s largest airline InterGlobe Aviation (IndiGo). InterGlobe Aviation will command a 4% weightage in the India long-only portfolio and this will be funded by removing the investment in state-run Coal India Ltd. […]
HDFC Bank to be part of Chris Wood’s global long-only portfolio as stake in Nvidia, TSMC cut – CNBC TV18
Chris Wood of Jefferies wrote in his latest GREED & fear note that he will be introducing an investment in shares of HDFC Bank Ltd. in his global long-only equity portfolio. Company Value Change %Change HDFC Bank will command a 4% weightage in the global long-only portfolio. On December 30 last year, Chris Wood had […]
Jefferies’ Chris Wood: ‘Won’t change India stance due to Trump fears’ – CNBC TV18
A Trump presidency wouldn’t significantly alter India’s growth trajectory, said Chris Wood, Global Head of Equity Strategy at Jefferies. Speaking at CNBC-TV18’s Global Leadership Summit in Mumbai on Thursday, November 14, 2024, the ace investor addressed concerns about the US elections and their potential impact on emerging markets, particularly India. In his latest Greed & […]
Jefferies’ Chris Wood cuts India weight but retains ‘overweight’ stance – CNBC TV18
Christopher Wood, global head of equity strategy at Jefferies, on October 2 cut exposure to Indian equities by one percentage point but remained ‘overweight’ on the market. Wood wrote, “with the end of the quarter, and following one of the most violent counter-trend rallies in China GREED and fear has ever seen, some adjustments will […]
Any major correction in India will be viewed as the opportunity to add, says Christopher Wood | Q&A – CNBC TV18
Christopher Wood, Global Head of Equity Strategy at Jefferies, told CNBC-TV18 that a key positive for India’s market is that any major correction, such as a 10% drop, would likely be seen by foreign investors as a prime opportunity to increase their positions. He suggested that the Reserve Bank of India (RBI) is unlikely to […]