Mumbai: Brokerage Jefferies’ Chris Wood said there is a growing interest among investors in emerging market mandates excluding China given the ‘structural issues’ that the country is facing. In his newsletter ‘Greed & Fear’, the firm’s global strategist said he is observing long-term conviction amongst Asia and emerging market-focused investors that China equities remain a … Read more
MUMBAI: The sudden meltdown in the cryptocurrency market over the past week came as a punch to the gut for investors, who had taken positions based on leverage. Bitcoin, Dogecoin and Ethereum’s over 50 per cent collapse from their all-time highs sent shockwaves throughout the financial markets, with many writing off the asset class for … Read more
Mumbai: Future policy on loan moratoriums remains a key issue for the Indian economy and the banking sector, said Christopher Wood, Global Head of Equity Strategy at Jefferies in his weekly note to investors. “A critical question for the banks, the property market and indeed the economy is now whether the moratorium is extended yet … Read more