Page 3 - Clsa

Growing bets on India likely to sustain outperformance, say experts

One of the major reasons for the underperformance of EM peers is the underperformance of China, which has the biggest weight in the MSCI EM and MSCI Asia Pac ex-Japan indices

China's CLSA ups India exposure on supportive macroeconomic outlook

Brokerage goes 303 bps overweight on domestic markets in MSCI Asia Pac ex-Japan portfolio

China's CLSA ups India exposure on supportive macroeconomic outlook

Brokerage goes 303 bps overweight on domestic markets in MSCI Asia Pac ex-Japan portfolio

Tata Motors gains 3% on Sebi nod to Tata Tech IPO; CLSA raises target price

The stock of the Tata group automobile company was trading at its highest level since September 2016

Sula Vineyards jumps 9% as CLSA initiates coverage with 'Buy' rating

Sula is well placed to leverage the global consumer shift towards the low-alcohol beverage segment - beer and wine, the report stated.

Adani Group poses no significant downside risk to Indian banks: CLSA

CLSA said that even though the group's bank debt has increased 25 per cent in the past three years, the share of bank debt in overall group debt has reduced

Vi targeting tier 3 cities to protect rural customer base: Report

Vi is losing customers every month and it has been unable to raise funds

2023 will be decisive for Vodafone Idea, fundraising critical: CLSA

The brokerage firm CLSA said that with a decline in VI's share, Airtel and Jio together control 77 per cent and should continue to gain share in 2023

Indian bond, equity markets decoupled; see 30% downside in Nifty50: CLSA

The decoupling of Indian equity markets, this year, from the global markets has been remarkable. While the S&P 500 has lost over 20 per cent in CY22 so far, the Nifty50 index is marginally in the red

ICICI Securities falls 1% as CLSA downgrades rating, earnings view

Shares of the largest listed brokerage have nearly halved this year

Here is why CLSA expects Tata Motors' stock to outperform going ahead

Tata Motors: CLSA expects a sharp uptick in volume in FY24 driven by a strong order backlog

Analysts bullish on auto stocks amid govt. measures on fuel, steel price

At the operational level, Nomura sees margin benefit for companies in the backdrop of a cut in steel prices

Foreign investors in retreat mode across most emerging markets

Analysts at Morgan Stanley see EM equities 'struggling' in 2022 as they battle gradual tightening of global and local monetary conditions and several other idiosyncratic headwinds

CLSA, Goldman Sachs join growing chorus of India's 'expensive' valuations

CLSA, Goldman Sachs latest to highlight concerns

Consumption stocks zoom in 10 years despite fall in consumer spend

The Nifty Consumption index surged nearly 228 per cent in the last 10 years and has outperformed the frontline Nifty50 that moved up nearly 138 per cent during this period

Focus now on faster NPA resolution to ensure NARCL's success: Analysts

Analysts expect the 'bad bank' to improve the balance sheet of banks, and aid incremental cash flow. However, a delayed resolution may dent the asset's value over time

CLSA expects this Jhunjhuwala-backed gaming company stock to crash 41%

In its latest report, CLSA retained a SELL rating on Nazara Technologies, India's first listed gaming company, on revenue miss in June quarter and pricey valuations

CLSA puts sell rating on Rakesh Jhunjhunwala-backed Nazara; stock tanks 12%

CLSA initiated coverage on Nazara Tech with a Sell rating and target price of Rs 1,095, citing hefty premium valuation

Lagging behind: Brokerage firm CLSA flags 'odd' Indian financials trend

The Nifty Financial Services index is up 8.1 per cent on a year-to-date basis. In comparison, the Nifty50 index has gained 9.7 per cent

Markets will digest dent on June quarter earnings as one-time hit: CLSA

If India is unable to slow the number of infections, additional lockdown measures might be required, which analysts at Rabobank International say would negatively impact the supply side of the economy