How India’s Economy Is Faring Post Modi’s Economic Detox
Five years after Narendra Modi started his economic detoxification of the Indian economy to stamp out corruption, what have the effects been on the economy?... Read More»
Christopher Wood
Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”
The markets have ignored the impeachment proceedings and now with continued balance sheet expansion and a trade deal on the horizon, will it continue to be "risk on"?... Read More»
Oil 2020 Outlook: Middle East Peace, Peak Shale & Cheap Equities
There's a common belief that the oil industry is living on borrowed time. This analysis looks at that assertion in regards to U.S. oil output and considers Saudi's diversification away from oil.... Read More»
Germany’s Swing to the Left Could Result in Greater Fiscal Union
Germany is experiencing a shift to the left, which could cause further banking union and potentially fiscal union.... Read More»
As the Dec. 15 Tariff Deadline Approaches, Will Trump Call a Deal?
What are the chances of Trump announcing a trade deal before the Dec. 15 tariff hike deadline and what effect will that have on the markets?... Read More»
WeWork the Weakest Link in SoftBank’s VC Mirage
There has been no reference in the columns for a while now of the debacle of the recently aborted WeWork IPO. This is primarily because the commentariat at ... Read More»
Can Emerging Markets Escape the “Middle Income Trap”?
A point made in the inauguration speech on Oct. 20 of re-elected Indonesian President Jokowi caught the eye recently. The theme of the speech was to set out... Read More»
Concentration Risk of Chinese Equities and the Impact on Emerging Markets
Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.... Read More»
With Trade Deal on Horizon, Asian Stocks Would Catch a Bid
Christopher Wood writes about the Fed's quantitative easing and the potential impact a trade deal could have on Asian stocks.... Read More»
Christopher Wood
Head of Investment Strategy
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
