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CLSA Reverses Course, Increases Allocation To Indian Equities While Cutting Back On China
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.
Tata Firm's JV May Offer Ray Of Hope For Return Of Chinese Electronics' Investment In India: Report
Asus To 'Make In India' As Tech Giant Looks To Tap Into Big Incentives
CLSA Reverses Course, Increases Allocation To Indian Equities While Cutting Back On China
Tata Firm's JV May Offer Ray Of Hope For Return Of Chinese Electronics' Investment In India: Report
Asus To 'Make In India' As Tech Giant Looks To Tap Into Big Incentives
India Bars Use of Chinese Components In Military Drones In Self-Reliance Push: Report
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The decision aligns with India's broader strategy to reduce its dependence on Chinese imports, especially in light of the recent border tensions between the two countries.
More Bullish On Indian Markets Than On China: Morgan Stanley
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The upgrade by Morgan Stanley comes in light of the softening valuations compared to October 2022, when the brokerage had marked the beginning of a new bull phase in Asian and emerging market equities.