Page 4 - Chris Wood Jefferies

No relief for markets as Fed gets aggressive to tame inflation: Chris Wood

The latest consumer inflation (CPI) print in the US for June came in at 9.1 per cent - the highest reading since 1981, and surpassed most analysts' expectations, who had pegged this at 8.8 per cent

Markets unlikely to bottom out soon amid recession fears: Nomura

As regards valuations, Nomura believes stocks have largely (if not fully) priced in expectations of higher policy/discount rates. They expect the markets to remain choppy in the near-term

Will buy Indian stocks if Nifty drops to around 14,000 levels: Chris Wood

In the short-term, Wood suggests that investors should sell stocks on a rally. The bet for a sustained equity market rally before 2022 end is a possible change in the US Fed's language, he said

Top headlines: Sinha is Opposition president nominee, Agnipath creates jobs

Business Standard brings you the top headlines this hour: India's presidential election to Agnipath scheme.

Chris Wood rejigs India equity exposure; replaces HDFC with HDFC Bank

In the financial sector, Wood now holds SBI, Bajaj Finance, ICICI Prudential Life, ICICI Lombard and CAMS besides HDFC Bank in his India long-only equity portfolio.

Investors should sell the rallies; S&P 500 can fall another 10%: Chris Wood

Christopher Wood, global head of equity strategy at Jefferies believes that S&P 500 has more room for downside. Investors, he suggests, should look to exit stocks on any intermittent bounce-back.

Odds in favour of more near-term correction in Indian stocks: Chris Wood

Chris Wood believes the best way to play Indian markets is the upswing in the Indian property/real estate sector despite the rate hikes by the Reserve Bank of India (RBI)

Markets not fully pricing in possibility of higher inflation: Analysts

India's March wholesale price index-based inflation (WPI) surged to 14.55 per cent on rising edible oil prices and increase in power prices. WPI inflation in February stood at 13.11 per cent.

Foreign investors likely to return to Indian equities soon: Chris Wood

Foreign portfolio investors exited India in droves and have sold stocks since October 2021 amid fears of an earlier and faster-than-expected rate hike by the US Federal Reserve (US Fed)

Over half the stocks that debuted in FY22 trade below listing-day close

Despite the likelihood of an aggressive rate hike by the US Federal Reserve (US Fed), a correction in equity markets, analysts expect the primary market action to stay on track, albeit a minor hiccup

Sensex can hit 100,000 mark in five years, believes Chris Wood

A similar view was shared by Raamdeo Agrawal, co-founder and joint managing director, Motilal Oswal Financial Services, who suggested that Indian equity markets were on the cusp of a major bull-run

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

Market strategy: Time to be greedy or fearful? Here's what analysts suggest

Most Asian markets slipped with Japan's Nikkei down 2 per cent and Straits Times slipping nearly one per cent. Shanghai Composite, Kospi and Taiwan were down 0.2-0.4 per cent, each

Buy growth and value stocks to beat inflation woes, advises Chris Wood

Led by a sharp rise in commodity prices, especially crude oil, and supply-side issues, most economies across the globe have been battling rising inflation over the past few months

Chris Wood hikes exposure to crypto currency; sells gold for Bitcoin

Wood believes Bitcoin is a competitor to the yellow metal as a store of value and it is one with a built-in quantitative tightening dynamic due to the halving process roughly every four years

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

Structural bull-run in Indian stock market remains intact: Chris Wood

A ripple effect from the likely fallout of China's Evergrande and a possible change in stance by RBI are the two key risks for the market rally, says the global head of equity strategy at Jefferies

Taper tantrum: Indian stock market likely to underperform, says Chris Wood

The major risk to Indian equities, according to him, is the arrival of a new Covid variant, which he says the country shares with the rest of the world.

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

Indian stock market vulnerable to the rise in Covid cases: Chris Wood

The renewed mobility restrictions in India, he believes, also increase the potential risk of a renewed deterioration in asset quality for banks