Christopher Wood

Mr. Christopher Wood has been publishing his renowned weekly investment report GREED & fear since July 1996. He has been ranked No. 1 Equity Strategist in the Asia Money polls between 2002-2004 and 2006-2022. In 2005, his employer did not enter the polls.  

Wood is also the author of three acclaimed books. “Boom and Bust: The Rise and Fall of the World’s Financial Markets,” published in 1989; “The Bubble Economy: Japan’s Extraordinary Speculative Boom of the ’80s and the Dramatic Bust of the ’90s,” published in 1992; and “The End of Japan Inc.: And How the New Japan Will Look,” published in 1994. 

What I am Known For

• Asia Pacific ex-Japan relative-return asset allocation.
• Asia ex-Japan thematic equity portfolio for long-only absolute-return investors.
• China long-only equity portfolio for absolute-return investors.
• India long-only equity portfolio for absolute-return investors.
• Japan thematic equity portfolio for long-only absolute-return investors.
• Japan dividend income equity portfolio.
• Global long-only equity portfolio.
• Global sovereign bond portfolio.
• Recommended long-only asset allocation for US-dollar-based pension funds.

How We Are/I am Different:

There is a real risk that the Bank of Japan is done with rate hikes after the unfortunate surge in downside volatility triggered by the combination of the 15bp rate hike in late July and the worst US labour employment data in a long while.  

The political pressures on the BoJ to normalise monetary policy, which were real going into the last meeting, have now probably reversed to the exact opposite.