GREED & Fear Report: Too much India exposure hurt returns, says Jefferies' Chris Wood - but he isn’t giving up

Jefferies' Chris Wood, in his GREED & Fear report, noted that Indian stocks underperformed partly due to US Treasury bond yield dynamics driving global fund flows. Despite this, Wood retains a constructive long-term view on Indian equities, citing specific strong performers, while flagging concentrated risks in the global AI sector.