AI’s 3 musketeers hit the brakes: Why Chris Wood sees midcaps back in favour
India’s 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.
5News aggregated this summary from the outlet’s public feed. The full article, with all the context, is on economictimes.indiatimes.com — the content belongs to The Economic Times.