CLSA thinks this could lead to offshore investors pulling back from China, especially those who invested after the initial ...
Read why has CLSA reversed its allocation strategy, raising investment in Indian equities while cutting China exposure.
Turning ‘overweight’ essentially means Indian equities should perform better compared with other markets. The reversal is ...
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 ...
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 ...
In good news for the domestic stock market, global brokerage CLSA has shifted its "tactical allocation" to India from China, ...
CLSA has now positioned India as a 20% overweight in its portfolio, reflecting a more optimistic outlook for the country.
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 ...
Global brokerage firm CLSA has reversed its early tactical shift from Indian equities to Chinese stocks, and has decided to ...