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CLSA reverses shift from India to China
CLSA reverses course! Shift from China to India allocation again - 'Pouncing Tiger, prevaricating Dragon...'
CLSA thinks this could lead to offshore investors pulling back from China, especially those who invested after the initial PBOC stimulus in September.
CLSA shifts focus from China to India amid Trump’s return and economic challenges
Read why has CLSA reversed its allocation strategy, raising investment in Indian equities while cutting China exposure.
CLSA shifts focus back to India, cuts China exposure
Global brokerage firm CLSA has reversed its early tactical shift from Indian equities to Chinese stocks, and has decided to raise India allocation while cutting exposure to China. In its report titled 'Pouncing Tiger,
5h
CLSA report shouldn't make investors unnecessarily excited, says Samir Arora
On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to ...
Fortune India
1d
CLSA values Reliance’s solar biz at $30 bn; sees 70% upside potential in stock
The global brokerage says that market is ignoring RIL’s new energy business; the stock is offering an attractive entry point ...
ndtvprofit
1d
Why CLSA Is Cautious On Bharat Heavy Electricals Despite Thermal Power Project Win
Bharat Heavy Electricals Ltd. has secured a major order in India's thermal power sector by winning a 16% inflow of NTPC's ...
1d
on MSN
Reliance Industries stock in bear grip but CLSA sees 30% upside on this key growth trigger. Time to buy?
CLSA predicts a 30% upside for Reliance Industries' stock, now in bear territory. Despite a 22% decline, the brokerage ...
Hosted on MSN
1d
Nifty Prediction: Will the index crash below 23000 after falling 10% in 1.5 months? CLSA's Laurence Balanco speaks | EXCLUSIVE
Bursting any hopes for potential upside in the near term, Balanco said any substantial upside seems limited with no major ...
16h
RIL shares at an attractive entry point, says CLSA
CLSA believes Reliance Industries' stock presents a good buying opportunity at its current price, predicting a potential 30% ...
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