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CLSA has upgraded India to increase India portfolio allocation to 20% above the MSCI benchmark.
CLSA increases India portfolio allocation to 20% above MSCI benchmark vs 40% UW earlier, sees a rebounding credit impulse signalling robust equity momentum
Indian equities are trading at fair value on our model with 22% upside, high conviction calls are RIL, HDFC Bank, ICICI Bank, Bharti Airtel, SBI: CLSA adds
CLSA has disclosed list of 20 high-conviction large-cap stock picks which have RoE greater than 10%, EPS growth superior to peers in other EMs & with at least 15% upside potential. Stocks have upside potential ranging from 16% to 39%. Some have high dividend yield of up to 13.4%
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