Archive · 19 Aug 2025
Jefferies: Buy India Stocks, Predicts Trump Will Reverse Tariffs
An analyst at Jefferies is advising people to buy stocks in India, even though there might be US tariffs.
He thinks the US President will change his mind because it is not good for America.
India has not performed as well as other countries recently, but the analyst is optimistic.
The US's actions might encourage countries like India, China, and Russia to use less US money.
Also, the price of Indian stocks is at a reasonable level now.
Jefferies recommends buying Indian stocks, anticipating a reversal of US tariff policies.
Analyst Christopher Wood believes Trump's tariff stance will be reversed as it is not in America's interest.
Wood notes India's underperformance in global emerging markets over the past year.
Trump's actions may drive BRICS nations towards de-dollarization.
Indian equities are trading at 20.2 times one-year forward earnings.
- Who
- Christopher Wood, Jefferies analyst.
- What
- Jefferies recommends purchasing Indian stocks, expecting US tariff policy reversal.
- When
- Recently.
- Where
- India.
- Why
- Wood anticipates Trump will reverse tariff policies.
Jefferies' View
Potential Market Perspectives
Investment Strategy
Jefferies' View
Buy Indian Equities.
Potential Market Perspectives
Sell Indian Equities.
Tariff Policy
Jefferies' View
Trump will back off on tariffs.
Potential Market Perspectives
Tariffs will remain.
- Analyst
- Christopher Wood, Jefferies
- Recommendation
- Buy Indian Stocks
- Reason
- Anticipated US Tariff Reversal
- Impact
- BRICS nations may move towards de-dollarization
- Valuation
- 20.2 times one-year forward earnings