GENERAL26 Sept 2026
Greed and Fear index: BEL, Adani Energy to Eternal | Chris Wood's Jefferies India portfolio has 22 stocks for long term | Stock Market News
Jefferies' Christopher Wood says India's growth story is still strong, even as the world focuses on artificial intelligence. In his September 24 report, he points to rising private investment in energy, solar and manufacturing. Machinery imports jumped to US$66 billion from US$29 billion in FY21. He added Hitachi Energy India to his India portfolio, calling it a way to gain from growing electricity demand.
Key Statutory Highlights
- Wood's September 24 report says India's investment story goes beyond the current global focus on artificial intelligence.
- India's annualised nominal gross fixed capital formation to GDP ratio rose to 32.4% in the four quarters to June, from 31.4% in the four quarters to December.
- Hitachi Energy India CEO Venu Nuguri expects electricity demand to double to 3,365 TWh by 2035, with electricity's share of final energy demand rising from 19% in 2023 to 25% in 2035.
Actionable Advice for Taxpayers / Founders:Treat this as one global investor's view, not a buy or sell call. If you hold energy, solar or power-sector stocks, check your holdings and how much they weigh in your portfolio with your adviser before you act.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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