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Market move● Neutral for Indian equities
Here’s the bond-market alternative as U.S. and other developed markets debt deteriorate
The brief
- Jefferies’ Christopher Wood says G7 bonds have been in a ‘structural bear market’ since March 2020
- Jefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?
- TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?
- Jefferies sees HDFC Bank rerating potential tied to CEO succession and execution
- BSE shares fall 2%, down 30% in 4 months. Why Macquarie is bullish while Jefferies is cautious