📰 ET Markets 🟢 BULLISH 🕒 18 Oct 2026, 01:01 PM IST

Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?

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Core Development: Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?

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Market & Financial Impact: Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in the allocation.

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Actionable Insight: 🟢 Bullish Trigger: Positive business expansion or earnings beat may attract institutional and retail buying.

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Official Publisher Attribution: This report is aggregated from Economic Times. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.

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Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?

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