CLSA does U-turn on China, ups India exposure after Donald Trump win
China's recent economic woes, including trade tensions with the US and falling property prices, will likely continue to weigh on the Chinese equity market, it believes. In contrast, India is seen as a more attractive investment destination due to its strong economic growth and relatively low exposure to trade risks, CLSA said in a note.
With rising U.S. bond yields and concerns over China’s economic slowdown, Arora warns against reading too much into India’s ...
CLSA had reduced its Indian overweight to 10 per cent from 20 per cent and raising our China allocation to a 5 per cent ...
CLSA has reversed earlier allocation, increasing India and cutting China, even as India faces sustained foreign investor ...
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In just over a week since Donald Trump won the US Presidency, Hong Kong-based brokerage firm CLSA raised its India allocation ...
Moreover, global brokerage CLSA has just shifted its "tactical allocation" to India from China, citing growing concerns ...
Global brokerage firm CLSA increased its India allocation to 20 per cent overweight on Friday, November 15, while ...
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