Foreign investors have sold over $13 billion of Indian equities since October. CLSA and Citi are taking opposite stances on Indian equities. CLSA reversed its tactical overweight on China while raising exposure to India, saying the South Asian nation is least likely to feel the heat from potentially higher tariffs when Donald Trump takes office…
MUMBAI: CLSA, a foreign brokerage with a huge client base of funds investing in India, on Friday reversed its stand of being overweight on China and equal weight on India to ‘overweight India’ following Donald Trump‘s win in the US election. CLSA analysts feel that in Asia, China is expected to be most affected by…
CLSA believes that China presents the most significant self-help opportunity among emerging markets. (AI image) India vs China stock markets: The Chinese government’s aggressive measures to revive its markets and economy have captured the attention of foreign investors. Global brokerage firm CLSA has increased its exposure to China, reducing its overweight position in Indian equities…
