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CLSA, China and India
After Rs 1.2 lakh crore FII outflow, CLSA shifts focus back to India from China
CLSA reverses its investment shift from India to China, citing economic concerns in China, trade tensions, and rising U.S. yields. It increases India exposure, despite risks like market issuance surge.
Global Brokerage CLSA Shifts Focus Back to India, Reduces China Exposure Post Donald Trump Win
CLSA reversed its shift from Indian to Chinese equities after Trump's re-election raised trade war concerns. The brokerage cited limited gains from China's stimulus and rising US yields, reinstating a 20% overweight on India.
CLSA reverses tactical shift from India to China, says this on Dragon, Tiger & Trump 2.0
CLSA said it committed funds at the start of October by tactically deploying some of its over exposure on India to China. It has now reversed that trade, Both MSCI China and India have corrected by 10 per cent in US dollar terms over the duration.
Foreign Affairs
1d
The Fatal Flaw in India’s China Strategy
But China and India have no desirable “normal” status quo to return to. Challenges abound in the bilateral relationship, and ...
3h
on MSN
India's Pinaka vs China's PHL-03: Which rocket launcher is more powerful? Know about their range, specifications
India's Pinaka multi-barrel rocket launcher system is being exported to Armenia. The French military is also considering ...
The Daily Signal
8h
Why Is China’s Atheist Regime Trying to Pick the Next Dalai Lama?
The Chinese Communist Party is intensifying efforts to control Tibetan Buddhism, particularly with the pending succession of ...
India Today on MSN
10h
India-China trade | Decoupling dilemma
As tensions between India and China thaw and the trade between them grows, India faces the tough task of keeping cheap ...
12h
Explained: India’s market correction, links to China’s sub-par stimulus for its economy
After Beijing announced its first stimulus package in late September, foreign investors offloaded Indian shares to pick up ...
2d
India Eclipses China in Driving Asia Oil Demand Growth, EIA Says
India is now the leading source of oil demand growth in Asia as Chinese consumption falters due to an economic slowdown and ...
1d
India imports more from China, exports less during Apr-Oct 2024: Govt data
During the period, the top 10 import sources of India were China, Russia, the UAE, the US, Iraq, Saudi Arabia, Indonesia, ...
National Interest on MSN
4h
China: The Secret Buyer of Russia's Su-57 Felon Stealth Fighter?
Russia has announced the first overseas sale of its Su-57 fifth-generation fighter at the Zhuhai Air Show, sparking ...
6h
CLSA goes ‘overweight’ on India, reverses call on China after Trump
Turning ‘overweight’ essentially means Indian equities should perform better compared with other markets. The reversal is ...
abp LIVE
6h
Brazil, South Africa, India, China Demand 'Rich' Nations To Fulfil Climate Finance Pledges At COP29
India opposed any new top-down regulations imposed under the guise of “features,” arguing that they compromise national ...
cnbctv18
10h
CLSA raises India allocation on inflow expectations, cuts China exposure
CLSA has now positioned India as a 20% overweight in its portfolio, reflecting a more optimistic outlook for the country.
11h
India-China thaw sparks hopes of revival in trade ties, boost in Chinese investment
Analysts and industry players say easing of bilateral ties may herald more business cooperation in sectors such as electric ...
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