CLSA had reduced its Indian overweight to 10 per cent from 20 per cent and raising our China allocation to a 5 per cent ...
Read why has CLSA reversed its allocation strategy, raising investment in Indian equities while cutting China exposure.
CLSA thinks this could lead to offshore investors pulling back from China, especially those who invested after the initial ...
China's recent economic woes, including trade tensions with the US and falling property prices, will likely continue to weigh ...
Turning ‘overweight’ essentially means Indian equities should perform better compared with other markets. The reversal is ...
On November 15, in a tactical reversal, CLSA raised India allocation to a 20 percent overweight while cutting exposure to ...
Global brokerage CLSA has shifted its strategy from Chinese to Indian equities, reversing its earlier stance partly due to geopolitical challenges and economic struggles in China. The move ...
CLSA reverses trade over-exposure from India to China, citing India's resilience to trade policy and strong domestic ...
In good news for the domestic stock market, global brokerage CLSA has shifted its "tactical allocation" to India from China, ...
CLSA has reversed earlier allocation, increasing India and cutting China, even as India faces sustained foreign investor ...
CLSA has now positioned India as a 20% overweight in its portfolio, reflecting a more optimistic outlook for the country.
With Trumps win to US election 2024, higher yields and inflation expectations are sapping scope for Fed in rate cuts, and ...