Neutral impactEconomy
Indian stock market: Jefferies' Chris Wood highlights one trigger that can fuel bull run; check his long-term portfolio
Mint 57 min ago·25 Sept 2026, 8:46 am
Jefferies' Chris Wood has highlighted a key shift in global capital flows that could fuel a fresh bull run in Indian markets. He notes that money previously flowing into Asian tech indices, such as the KOSPI and Taiwan Index, is now moving towards US Treasuries. This reallocation suggests a temporary pause in the aggressive buying of Asian equities, which could create a window of opportunity for Indian stocks to attract fresh investment.
For investors, this shift implies that the current volatility in Asian markets might be temporary. If global liquidity eventually returns to riskier assets, India could be a primary beneficiary due to its strong growth story and domestic consumption. This makes the current period a critical time for investors to review their long-term portfolios and ensure they are positioned to capture the potential upside as global sentiment stabilizes.
Moving forward, investors should watch for signs of renewed global liquidity and a shift in capital flows away from safe-haven assets like US Treasuries. If this trend reverses, it could trigger a fresh rally in Indian equities. It is also important to monitor the performance of Indian IT and manufacturing sectors, as these are likely to be the primary beneficiaries if global funds reallocate capital back to emerging markets.
Excerpt from Mint
Indian stock market: In an exclusive conversation with The BroadView, the Head of Equity Research at Jefferies said that AI money is moving from the KOSPI and the Taiwan Index to the US treasuries Indian stock market latest news today: Amid high volatility in the key benchmark indices of Dalal Street, market observers…Read the original at Mint
Key takeaways
- Category: Economy.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. Use the price and stock snapshot to gauge how the market is responding.
