Branch² Intelligence
Greed and Fear report: Christopher Wood sees 'AI fatigue' setting in. Why Jefferies is turning bullish on India
Key takeaway
Jefferies' Christopher Wood flags 'AI fatigue' as investors rotate from US AI momentum stocks to value opportunities in Asia, particularly India and China.
- Step 1AI fatigue triggers rotation from US AI momentum stocks to value opportunities in Asia.
- Step 2Jefferies turns bullish on India and China, driving foreign portfolio inflows into Indian equities.
- Step 3Indian equity valuations rise, improving access to capital and reducing cost of equity for Indian companies, including SMEs.
Source: LiveMint Markets
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