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 poll.

Wood was 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

Equity Strategy | Thematic Research

What I am Known For

• Weekly investment report GREED & fear – published since July 1996.
• Asia Pacific ex-Japan relative-return asset allocation.
• Asia ex-Japan thematic equity portfolio for long-only absolute-return investors.
• Japan thematic equity portfolio for long-only absolute-return investors.
• Japan dividend income equity portfolio.
• China long-only equity portfolio for absolute-return investors.
• India long-only equity portfolio for absolute-return investors.
• Global long-only equity portfolio.
• Global sovereign bond portfolio.
• Recommended long-only asset allocation for US-dollar-based pension funds.

How I am Different

• The base case remains that the US stock market peaked as a percentage of MSCI All Country World late last year. But this view will likely be wrong structurally if the AI capex is successfully monetised which is not the base case.
• Investors should look to dispose of all G7 “risk free” government bonds. The likely end game is that the best corporate bonds trade through government bonds, in terms of yields.