CLSA on India Strategy CLSA has revised its October strategy, reallocating funds to India with a 20% overweight stance. The decision comes as China’s economic […]
Tag: India Strategy
Market Outlook: Morgan Stanley’s Bullish India Strategy & Goldman Sachs on Consumption Trends
Morgan Stanley India Strategy India is currently experiencing a $10 trillion positive wealth shock, with Indian households accumulating $9.7 trillion in wealth over the past […]
Jefferies, CLSA, and Nomura Insights: US Election Impact, Auto Sector Outlook, and Consumption Trends in India
Jefferies India Strategy Overview: A split government after the US elections seems to be the base case, which could limit the likelihood of drastic policy […]