Indian stock market: Jefferies' Chris Wood highlights one trigger that can fuel bull run; check his long-term portfolio
AI Summary
The shifting focus of foreign investments from Indian equities to US Treasuries indicates a cautious sentiment among global investors, particularly as the AI hype wanes. For retail investors, this could signal a potential buying opportunity in Indian markets if the anticipated 'AI blowout' occurs, which may reignite interest in emerging markets. Additionally, the emphasis on small-cap and mid-cap stocks, along with a favorable outlook for NBFCs, suggests that investors should consider diversifying their portfolios in these segments as the market stabilizes.
Indian stock market latest news today: Amid high volatility in the key benchmark indices of Dalal Street, market observers are busy betting on a trend reversal and the possible triggers that could bring the bull run back to the Indian stock market.
Christopher Wood, Head of Equity Research at Jefferies, believes a trigger for the trend reversal in the Indian stock market was earlier in the South Korean KOSPI and the Taiwan stock market. However, that has now shifted towards the US, and advised Indian stock investors to remain vigilant.
Original Article
Published on Livemint
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This is a market news update from Livemint, published on 25 September 2026.
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