AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favour
· economictimes.indiatimes.com
Indias domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earnings growth. Jefferies Chris Wood sees a potential reversal in the AI trade as another catalyst for global investors to refocus on India. He also favours mid- and small-caps, while highlighting domestic flows, gold loans and energy risks as key market drivers.
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India’s growth story has survived the shock
Why Wood prefers India’s midcaps
Credit, gold loans and domestic flows
The risk remains energy
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