Christopher Wood

Equity Strategy, Hong Kong, India Research, Thematic

+852 3743 8746

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 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.
  • 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 Federal Reserve has resumed easing. This is most positive for Asia and emerging market equities given the growing likelihood that the US dollar has peaked. Asian central banks should now be able to cut rates against a backdrop of appreciating currencies.
  • China’s policy response finally ceased to be incremental with a coordinated policy easing package at the end of last quarter. The accelerated easing is a further positive for the Asian and emerging market equity asset class since it should have put a floor under the Chinese stock market at the recent low.

Key Research Highlights