Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Christopher Wood

Why Jefferies’ Chris Wood sees gold as the second-best hedge amid Iran war and fiscal risks

Jefferies’ Christopher Wood sees gold as the second-best hedge for investors amid rising geopolitical and fiscal risks linked to the Iran conflict. While he prefers oil and energy stocks as the primary hedge, Wood expects gold and gold miners to benefit from renewed monetary easing expectations, geopolitical shocks and persistent…

The Economic Times

US debt tops $40 trillion: Chris Wood flags the 5% trigger that could rattle stock market

US public debt has crossed $40 trillion as its fiscal position worsens and Treasury yields move closer to levels that could threaten equities. Jefferies strategist Christopher Wood flagged a rise above 5% in the 10-year US Treasury yield as a key risk trigger, with the yield recently at 4.69%.

The Economic Times

Gold rebounds above Rs 1.58 lakh/10 grams as US bond yields decline. What lies ahead?

Gold prices rose above Rs 1.58 lakh per 10 grams on the MCX as US Treasury yields fell and the dollar remained subdued following increased liquidity support. With geopolitical uncertainty, crude prices and upcoming US economic data in focus, analysts expect gold to remain volatile while long-term demand stays supportive.

The Economic Times

From analysis to the latest developments in health,
read the most diverse news in one place.

Gold extends losses, falls to nearly Rs 1.54 lakh/10 gm. Time to buy?

Gold prices slipped on the MCX but edged higher internationally as easing Treasury yields supported demand. However, rising oil prices and renewed inflation concerns could limit the scope for US rate cuts, weighing on gold. With traders pricing a 35% chance of a September rate hike, experts Christopher Wood and…

The Economic Times

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against just $7 bn in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.

The Economic Times

Gold prices jump 7% to log best weekly gain in 8 months. Start of another yellow metal bull run?

Gold prices surged 7% this week, marking their strongest weekly gain in eight months as falling crude prices, weak US jobs data and resilient central bank demand boosted the metal’s appeal. With geopolitical risks and rate-cut hopes providing further support, analysts see potential for gold to resume its long-term bull…

The Economic Times

Jefferies' Chris Wood sells HDFC Bank, PB Fintech shares to buy 2 new stocks

Jefferies' Christopher Wood is reshuffling his India long-only model portfolio, dropping HDFC Bank and PB Fintech's PolicyBazaar in favor of Multi Commodity Exchange of India (MCX) and eyewear retailer Lenskart Solutions. The move, detailed in his GREED & fear report, signals a shift toward exchange infrastructure and consumer retail plays.

The Economic Times

Read news from The Economist, FT, and more,
with one subscription

Explained: Why South Korea bought gold after 13 years and what it means for yellow metal investors?

In a year marked by dramatic shifts, gold surged to new heights only to undergo a significant decline. Central banks have begun to ramp up their gold holdings, a clear sign of ongoing demand from authoritative sectors. After a thirteen-year hiatus, South Korea's central bank has made a return to…

The Economic Times

Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting started

Despite gold's recent pullback from record highs, Jefferies' Chris Wood and billionaire investor John Paulson believe the long-term bull market is only beginning. They cite central bank buying, weakening faith in fiat currencies and risks from the AI investment boom as key drivers supporting higher gold prices over time.

The Economic Times

Chris Wood warns of massive capital destruction in US as China challenges AI boom

Jefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-source models challenge US dominance. With hyperscalers set to spend nearly $1.6 trillion over two years, investors are increasingly questioning whether returns will justify the unprecedented capex and rising debt.

The Economic Times

After record $29 billion selloff, FIIs buying India again. Chris Wood explains why

After a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the earlier outflows were driven by the AI-led rally in Korea and Taiwan, adding that sustained inflows will depend on the AI trade cooling or Indian valuations becoming more…

The Economic Times

Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.

The Economic Times

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memory chip boom may be peaking. Analysts said strong earnings were already priced in, while concerns over slowing AI infrastructure spending triggered a sharp sell-off across semiconductor stocks.

The Economic Times

Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the…

The Economic Times

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

CEA Anantha Nageswaran says AI stock valuations definitely in a bubble

India's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narrative around AI's productivity gains and impact on jobs is exaggerated. Global investors have poured billions into AI-linked companies, driving record valuations for firms like Nvidia. Concerns are rising about a…

The Economic Times

AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.

Tom’s Hardware

Fear that quantum computing is on the cusp of cracking cryptocurrency's encryption spurs a global investment firm to remove Bitcoin from recommendations

Jefferies Global Head of Equity Strategy Christopher Wood said that quantum computing could break Bitcoin sooner rather than later, and that the debate between crypto developers and quantum computing will only be a "long-term positive for gold."

Fortune

Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’

“It’s completely unclear to me who’s going to monetize and make money out of all this capex,” said Wood at the Fortune Innovation Forum.

Get all your
news in one place.

100's of premium titles.
One news app.

LiveScience

Tiny 'brains' grown in the lab could become conscious and feel pain — and we're not ready

Lab-grown brain tissue is too simple to experience consciousness, but as innovation progresses, neuroscientists question whether it's time to revisit the ethics of this line of research.

Space

How NOAA's Hurricane Hunter aircraft help satellites build a 'full picture of the storm'

Space.com got an up-close look at one of NOAA's Hurricane Hunter aircraft to more about how data from weather satellites help them on missions.

The Guardian - UK

Who are the big Conservative and Labour donors?

Bankrolling Britain’s July election are names from finance, retail and the arts – plus the unions

Evening Standard

JW Anderson: ‘We’re too scared to be controversial now, someone like McQueen could not exist today’

Jonathan Anderson may be one of the world’s most remarkable fashion designers but his first love is art. Ahead of his new London exhibition, he tells Alexandra Jones why cancel culture scares him more than the cost of living crisis

The Independent UK

Top 10 Tory donors since Rishi Sunak became prime minister

Exclusive: An astonishing four-fifths of all individual donations made to the Conservative Party since Mr Sunak entered Downing Street have come from just 10 wealthy people

Daily Mirror

Couple left with three-quarters of a roof thanks to dodgy builder's 'incompetent' work

The couple had employed builder Christopher Wood to complete the work to the roof of their home in Wolverhampton, but came to realise the "nightmare job" was beyond him

Chronicle Live

County Durham man injured partner with spanner just weeks after being spared jail for previous attack

David Riddell, 35, caused injury to his partner's leg after throwing a coat at her which had a spanner in the pocket

1 2

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations