Jefferies’ Chris Wood On The Next Rally In India’s Stock Market

Jefferies Global Head of Equity Strategy Chris Wood joins us for a breakdown of what’s really driving India’s markets right now—foreign outflows vs. domestic SIP strength, valuation vs. equity-supply dynamics, earnings through-cycle, the policy pulse (GST, taxes, RBI), and how geopolitics and tariffs may reshape capital flows. We also dive into sectors beyond Financials & IT, whether AI is forcing a structural rethink in Indian IT services, and why his portfolio has tilted toward new-age consumption platforms, as well as his views gold, silver and bitcoin. If you invest in the Indian stock market - this one is a must-watch.