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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 3 of 3

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 3 of 3

Christopher Wood, Global Head of Equity Strategy at Jefferies | The India Opportunity Show | Podcast

> "I've always thought India is structurally the most attractive equity market in Asia if not the world." - Christopher Wood [[00:04:09]](https://www.youtube.com/watch?v=nqkW0X8Vzdo&t=4m9s) > "The stock market has spent the last three years celebrating the AI capex arms race. My view all along has been the best way is to invest in the people being paid for the capex, not the people spending the capex." -…

Mar 15, 2026·Christopher Wood
Christopher Wood, Global Head of Equity Strategy at Jefferies | The India Opportunity Show | Podcast

The Interview: Christopher Wood’s Big Warning! AI Bubble, Private Credit Crisis & India Opportunity | ET Now

> "AI is looking more like the airline industry capex intensive but not necessarily very profitable... what is the killer app of a chat box so far I would say the killer app of Open AI is letting kids do their cheat on their homework." - Christopher Wood [[00:04:02]](https://www.youtube.com/watch?v=RlXaWjOOn1A&t=0h4m2s) > "if I'm investing in anthropic or open AI I'm definitely investing in anthropic." -…

Mar 11, 2026
·AI
The Interview: Christopher Wood’s Big Warning! AI Bubble, Private Credit Crisis & India Opportunity | ET Now

Jefferies India's Mahesh Nandurkar On Where To Invest In Indian Stock Market Now | NDTV Profit

**1. Market Strategy and Investment Philosophy** - **Bottom-Up Focus:** The market is currently characterized as a "bottom-up" environment rather than a top-down story. Broad index returns are expected to be in the high single digits over the next 12 months, making individual stock selection critical [00:00:44](https://youtu.be/Ppm6NOrzW4A?t=44). - **Time Horizon:** Investors are advised to maintain a one-year…

Mar 11, 2026·Equity
Jefferies India's Mahesh Nandurkar On Where To Invest In Indian Stock Market Now | NDTV Profit
Source
Christopher WoodGeopoliticsIndia
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India FocusedJefferiesMacrosMarkets & InvestmentsMiddle EastPodcastUS

Christopher Wood, Global Head of Equity Strategy at Jefferies | The India Opportunity Show | Podcast

"I've always thought India is structurally the most attractive equity market in Asia if not the world." - Christopher Wood [00:04:09](https://www.youtube.com/watch?v=nqkW0X8Vzdo&t=4m9s)

"The stock market has spent the last three years celebrating the AI capex arms race. My view all along has been the best way is to invest in the people being paid for the capex, not the people spending the capex." -…

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UJ
Mar 15, 2026
Source
AIChristopher WoodEquity
+99 more tags
Geopolitics
Source
EquityGeopoliticsIndia
+44 more tags
India Focused
India
India Focused
Jefferies
Macro / Economics
Markets & Investments
Monetary Policy
Podcast
Technology

The Interview: Christopher Wood’s Big Warning! AI Bubble, Private Credit Crisis & India Opportunity | ET Now

"AI is looking more like the airline industry capex intensive but not necessarily very profitable... what is the killer app of a chat box so far I would say the killer app of Open AI is letting kids do their cheat on their homework." - Christopher Wood [00:04:02](https://www.youtube.com/watch?v=RlXaWjOOn1A&t=0h4m2s)

"if I'm investing in anthropic or open AI I'm definitely investing in anthropic." -…

View Full Article
UJ
Mar 11, 2026
Jefferies
Markets & Investments
Podcast

Jefferies India's Mahesh Nandurkar On Where To Invest In Indian Stock Market Now | NDTV Profit

1. Market Strategy and Investment Philosophy

  • Bottom-Up Focus: The market is currently characterized as a "bottom-up" environment rather than a top-down story. Broad index returns are expected to be in the high single digits over the next 12 months, making individual stock selection critical 00:00:44.
  • Time Horizon: Investors are advised to maintain a one-year…
View Full Article
UJ
Mar 11, 2026