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Indian stock market: Jefferies' Chris Wood highlights one trigger that can fuel bull run; check his long-term portfolio
25 Sept 2026 · LiveMint Markets
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…
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.