Christopher Wood

Christopher Wood has written the "Greed & Fear" weekly investment letter since 1996, making it one of the longest-running and most influential publications in Asian equity markets. He spent many years at CLSA before moving to Jefferies as global head of equity strategy. Wood's letter covers global macro themes with a particular focus on Asian equities, India, China, gold, and real assets. He became known for his early bullish stance on India and his concerns about global credit excess. His letter is read by institutional investors globally. His model portfolio — which he adjusts publicly, tracking performance transparently — has served as a long-term benchmark for Asian and global emerging market equity allocation, with documented calls including his early overweight on Indian equities well before Indian markets became a mainstream emerging market destination and his persistent allocation to gold as a hedge against fiat currency debasement and financial system fragility.