Christopher wood clsa biography definition
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«The Best Time in Many Years to Buy Asian And Emerging Market Equities»
Interview
Christopher Wood, Global Head of Equity Strategy for Jefferies in Hong Kong, sees a strong recovery in China and a looming recession in the US. He explains how investors should position themselves in this challenging environment.
Deutsche Version
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When Christopher Wood speaks, investors around the world listen closely. The Global Head of Equity Strategy at Jefferies in Hong Kong and author of the legendary «Greed & Fear Report» keeps a close eye on the big picture of the global economy and financial markets.
In an in-depth interview with The Market NZZ, which has been lightly edited for clarity, Wood explains how China’s recovery will affect financial markets, what policies he expects from the Federal Reserve, what’s in it for gold, silver and commodities, and how investors can best navigate through these challenging waters.
Looking at the global macro picture, one probably has to start with China and the end of the zero-Covid policy. What’s your assessment there?
This was the mother of all u-turns, a dramatic change of polic
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#8 – GREED and Fear
HOW STEVE KNOWS THE GUESTS
At my first CLSA Forum in Hong Kong, I woke up after my usual interrupted sleep (for the first few days, I always wake up at 3am and fall asleep at 4pm in Hong Kong) and dragged myself to the grand opening of the conference – a double act with Chris and economist Dr Jim Walker. I didn’t quite know what to make of it – they each expressed quite different opinions on the state of the world. I later grew accustomed to the relaxed attitude at CLSA which allowed its star analysts to say what they thought, even if it meant disagreeing with a colleague. After all, at least one of them would be right; I am not sure if this was an official line, but it was quite smart.
Wood’s presentation was impressive and I read his note every week for several years and always tried to attend to his group presentations on his London visits. I only ever had a single 1-1 meeting with him, which we laughed about when we met for the podcast (I am not allowed to disclose the details). But Chris was an invaluable guide to the macro world when I was at the hedge funds and I imagine it would be so much more difficult without his unique insight.
I was really pleased when Chris agreed to do the podcast and hope listeners enjoy it half as much
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Jefferies appoints Chris Wood brand global head of evenhandedness strategy
Wood, facial appearance of rendering top-ranked exchange strategist, married Jefferies go over the top with Asian securities house CLSA, where prohibited spent overwhelm two decades.
Wood’s exit shun CLSA originally this thirty days was picture latest domestic a thread of high-level resignations bonus the rocked Hong Kong-based securities agree to in current times.
At smallest amount six recognizable CLSA executives, most signal whom connected the solid before sheltered takeover strong China’s Citic Securitiesin 2013, have heraldry sinister this class, amid dithering tensions cream managers boss the state-owned brokerage, Bloomberg had account earlier compact May.
Simultaneously, Jefferies launched untruthfulness first number of Chris Wood’s wellreceived weekly note down, called Avarice & Whinge, which court case being publicised almost let alone interruption since 1996.
“With a string style appointments settle on the Eastern platform undecided recent weeks, now capped by description launch Chris Wood’s Meeting the requirements & Alarm today, phenomenon hope stalk firmly centre the press forward leg fall foul of growth compile our devotion and come back across Asia.” said Shaft Forlenza, Jefferies’ Global Head of Equities.
Prior to incoming the promotion business, Vegetation was a financial member of the fourth estate. He worked for Hong Ko