CLSA had reduced its Indian overweight to 10 per cent from 20 per cent and raising our China allocation to a 5 per cent ...
CLSA thinks this could lead to offshore investors pulling back from China, especially those who invested after the initial ...
Turning ‘overweight’ essentially means Indian equities should perform better compared with other markets. The reversal is ...
CLSA reverses trade over-exposure from India to China, citing India's resilience to trade policy and strong domestic ...
Read why has CLSA reversed its allocation strategy, raising investment in Indian equities while cutting China exposure.
In good news for the domestic stock market, global brokerage CLSA has shifted its "tactical allocation" to India from China, ...
In its latest note, CLSA highlighted that "misfortune happens in threes," and noted that India seems to be "one of the least ...
On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to ...
With Trumps win to US election 2024, higher yields and inflation expectations are sapping scope for Fed in rate cuts, and ...
Global brokerage CLSA has shifted its tactical allocation from China to India, citing concerns over Beijing`s economy and ...
China's recent economic woes, including trade tensions with the US and falling property prices, will likely continue to weigh ...