CLSA does U-turn on China, ups India exposure after Donald Trump win
China's recent economic woes, including trade tensions with the US and falling property prices, will likely continue to weigh on the Chinese equity market, it believes. In contrast, India is seen as a more attractive investment destination due to its strong economic growth and relatively low exposure to trade risks, CLSA said in a note.
CLSA had reduced its Indian overweight to 10 per cent from 20 per cent and raising our China allocation to a 5 per cent ...
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CLSA has reversed earlier allocation, increasing India and cutting China, even as India faces sustained foreign investor ...
With Trumps win to US election 2024, higher yields and inflation expectations are sapping scope for Fed in rate cuts, and ...
CLSA reverses its investment shift from India to China, citing economic concerns in China, trade tensions, and rising U.S.
On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to ...
The global brokerage says that market is ignoring RIL’s new energy business; the stock is offering an attractive entry point ...
Bharat Heavy Electricals Ltd. has secured a major order in India's thermal power sector by winning a 16% inflow of NTPC's ...
CLSA predicts a 30% upside for Reliance Industries' stock, now in bear territory. Despite a 22% decline, the brokerage ...
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