Clsa ratings indian stocks. In its report titled 'Pouncing Tiger, Prevaricat...

Clsa ratings indian stocks. In its report titled 'Pouncing Tiger, Prevaricating Dragon', CLSA cited challenges facing Chinese markets in the aftermath of Donald Trump's Oct 11, 2023 · CLSA analysts, Alexander Redman and Della Chen, in “Incredible India: Raising exposure” report said: “we raise our regional allocation for India to a 20 per cent overweight stance. It has increased its India portfolio allocation to 20% above the MSCI benchmark from a 40% underweight rate earlier. Nov 16, 2024 · Global brokerage firm CLSA has revised its investment strategy, increasing its allocation to Indian equities to a 20% overweight position, while cutting back on its exposure to China. Analysts at CLSA remained bullish on Indian Information Technology (IT) stocks after Nvidia’s June-quarter results, citing a strong US growth and a revival in discretionary spending. CLSA was underweight India by 40% earlier. Concerns over market valuation amid Nifty's 6% drop and historic high PE ratio. India strategy India strategy Vikash Kumar Jain* A narrow market [Link]@ [Link] PAT growth ex banks ex oil & gas at only 0. Feb 24, 2026 · CEOs of both OpenAI and Anthropic, have flagged the role of the Indian services industry in taking their solutions to the enterprises, CLSA said. However, despite this optimism, the continued de-rating of the sector poses a challenge to the long-term terminal growth, CLSA said. 1 day ago · Latest News. xemwdq zncg rxrcatsi xulerc emdt nye gggwhd sdce lszto mwvfs