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Jefferies India Equity Strategy

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India vs China: How leading brokerages are positioned across Asian equities

The recent stimulus measures announced by China have seen most analysts sit up and take notice. Illustration: Dominic Xavier/Rediff.com Within the Asian region, brokerages have started tweaking......

Chris Wood trims exposure to Indian equities by 1 point

Global head of equity strategy at Jefferies, Christopher Wood, has cut his exposure to Indian equities by one percentage point in the Asia-Pacific ex-Japan relative-return portfolio, and Australia......

'RBI In No Hurry To Do Big Rate Cuts'

'If you look at where inflation (headline and core) is today in India and where the rates are, there's clearly room to cut rates.' Illustration: Dominic Xavier/Rediff.com The US Federal Reserve......

India in early stages of equity cult; budget eyed for populism: Chris Wood

Despite the rally in equities over the last few years, India, according to Christopher Wood, global head of equity strategy at Jefferies, is still in early stages of an equity cult. Illustration:......

Why did Chris Wood of Jefferies sell his holding in HDFC Bank stock?

Global fund managers remain bullish on the Japanese stock markets, which is now their most preferred destination in the Asian region. Photograph: Danish Siddiqui/Reuters Both Morgan Stanley and......

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