CLSA has now positioned India as a 20% overweight in its portfolio, reflecting a more optimistic outlook for the country.

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 has reversed earlier allocation, increasing India and cutting China, even as India faces sustained foreign investor ...

Read why has CLSA reversed its allocation strategy, raising investment in Indian equities while cutting China exposure.

China's recent economic woes, including trade tensions with the US and falling property prices, will likely continue to weigh ...

CLSA reverses trade over-exposure from India to China, citing India's resilience to trade policy and strong domestic ...

在股票市场中，价格波动是时常发生的现象，但当某只股票遭遇显著下跌时，尤其是像CLSA PREMIUM（06877.HK）这样的一家公司，投资者自然会高度关注。2024年11月13日，CLSA PREMIUM收盘价报0.1港元，跌幅达到4.55%。这样的走势不仅引发了市场的热议，也让投资者对这家公司的未来深感不安。那么，这一波价格下跌的原因是什么？投资者又该如何应对？ 一、市场现象的概述 近日，CL ...

CLSA returns to a benchmark on China and 20% overweight on India, anticipating the return of a Trump trade war against ...

With Trumps win to US election 2024, higher yields and inflation expectations are sapping scope for Fed in rate cuts, and ...

On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to ...