Jefferies
Greed and Fear report: Christopher Wood sees 'AI fatigue' setting in. Why Jefferies is turning bullish on India
According to Christopher Wood of Jefferies, AI-linked stock momentum is waning as investors discuss 'AI fatigue.' The firm prefers India's undervalued market over overhyped AI stocks, while remaining positive on the long-term AI investment cycle and memory chip manufacturers as beneficiaries.
4 min read11 Jul 2026GREED & Fear Report: Too much India exposure hurt returns, says Jefferies' Chris Wood - but he isn’t giving up
According to the GREED & Fear report, US Treasury bond yields are pivotal for market dynamics. While Indian stocks underperformed, Christopher Wood retains a strong belief in India’s potential, noting specific strong performers, despite concerns over concentrated risks in the AI sector.
3 min read13 Jun 2026Meesho share price jumps 5% after Jefferies initiates coverage with buy rating; target price at ₹225 a share
Meesho share price rose nearly 5% after Jefferies initiated coverage with a 'Buy' rating and a target price of ₹225, suggesting a 34% upside. The brokerage cites Meesho's value-commerce platform and strong growth potential through increased order volumes and a loyal customer base.
2 min read10 Jun 2026Pakistan stock market a profitable tactical play, says Jefferies’ Chris Wood; here’s the rationale
Chris Wood reports highlighted the investment potential in Pakistan's stock market amid IMF cycles. Additionally, he views India favourably, despite risks from geopolitical developments.
2 min read10 Apr 2026IT stocks slide up to 2% after Jefferies warns AI pain isn’t over; Infosys, TCS among six downgraded
Among the IT pack, Mphasis emerged as the top loser, dropping 2.5% to ₹2,314.30, followed by Infosys and Wipro, which fell nearly 2% each.
2 min read23 Feb 2026Lenskart share price jumps over 5% on strong Q2 results; Jefferies sets target at ₹500
Lenskart Solutions shares rose over 5% following strong Q2 results. The company shows growth potential with a low 5% market share in India's optical segment and a robust hybrid operating model.
3 min read1 Dec 2025US SEC probes Jefferies over links with bankrupt autoparts maker First Brands Group — Here's what we know
The US capital markets watchdog Securities and Exchange Commission (SEC) is investigating Jefferies over its links with bankrupt autoparts maker First Brands Group. Here's what we know about the investigation.
1 min read27 Nov 2025Jefferies’ Chris Wood sees value emerging if gold prices fall another 15%. Here's why
Gold price is currently trading around $4,012/oz, and Chris Wood believes a correction of about 16% could create an attractive buying opportunity, aligning with the 200-day moving average of $3,371/oz.
2 min read7 Nov 2025Jefferies bets India’s next big wealth engine will be infrastructure, not IT
Jefferies sees a decade-long shift from services to hard assets as India ramps up spending on airports, housing, energy, and global supply chain integration.
3 min read23 Sep 2025Jefferies’ Chris Wood rejigs India portfolio: Adds Ambuja Cements, Ixigo, Lemon Tree Hotels; exits Reliance, Axis Bank
Christopher Wood of Jefferies has added Ambuja Cements, Ixigo, and Lemon Tree Hotels, each with a 4% weighting. Reliance Industries and Axis Bank were removed, and the weights of ICICI Bank, REC, and JSW Energy were reduced by one percentage point.
2 min read19 Sep 2025Wait for it…
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