3 weeks ago

Jefferies' Christopher Wood stays bullish on India as FPIs return

Jefferies' Christopher Wood stays bullish on India as FPIs return
Jefferies remains bullish on Indian equities amid robust fundamentals · thehansindia.com

There is a famous money expert named Christopher Wood.

He works for a big company called Jefferies.

He writes letters about countries where people can invest money.

In his newest letter, he says good things about India.

He thinks India's economy is getting stronger and stronger.

Banks in India are lending more money than they have in over ten years.

People from other countries are buying shares in Indian companies again.

Last month, they invested about two and a half billion dollars.

Mr. Wood changed the list of Indian companies he likes best.

He also thinks the Indian currency, the rupee, may get stronger soon.

Key facts

Institution
Jefferies
Analyst
Christopher Wood (Global Head of Equity Strategy)
FPI inflows (July)
$2.45 billion
Bank credit growth (2026)
17-18 per cent year-on-year
Corporate lending growth
Around 20 per cent year-on-year
Agriculture loan growth
17 per cent year-on-year
Retail loan growth
16 per cent year-on-year
Portfolio action
Reshuffled India long-only portfolio

Quotes

Christopher Wood

Jefferies Global Head of Equity Strategy

“Foreign investors turned net buyers of Indian equities in July, investing $2.45 billion as global investors unwound positions linked to the technology‑driven memory trade.”
thehansindia.com

Sources

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