Gold at $10,000, AI ‘implosion’: A look at Chris Wood’s big calls on India and global markets

India's growth story is intact, but AI and oil are the big risks: Christopher Wood

Jefferies strategist Christopher Wood said India is seeing better data and signs of a private capex revival despite global shocks. He said oil remains the key risk for Indian equities as AI-driven global flows and bond yields reshape markets.

Chris Wood says only an AI implosion can bring foreign money back

India remains one of the strongest structural growth stories in emerging markets, but Taiwan and Korea have become irresistible as semiconductor profits soar

Gold at $10,000, AI ‘implosion’: A look at Chris Wood’s big calls on India and global markets

Chris Wood, Global Head of Equity Strategy at Jefferies, spoke to CNBC-TV18 on the outlook for oil, US Treasury yields, gold, emerging-market bonds and equities, India’s large-cap and small- and mid-cap stocks, foreign investor flows and the future of the AI capex cycle. Here are some of his key views from the interaction:

Jefferies' Christopher Wood sees gold at $10,000 'sooner or later'; likes India's small, midcaps - BusinessToday

"Gold's in a consolidation, but long term I remain bullish on gold. I don't believe the US can really raise rates much. I don't think the US can handle higher rates because the fiscal situation is very bad," Wood said.