Wood points to 18.1% credit expansion, potential private capital expenditure recovery, and 17% earnings expansion next fiscal year, but cautions about a valuation premium and large amount of new... .
Smaller stocks have continued to outperform the big caps this year in spite of higher valuations, says Jefferies' quarterly Asia Maxima report authored by ChrisWood....
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 TaiwanIndex to the US treasuries ....