April 22, 2024

CLSA’s upgrade of India means more FII buying

Latest Discussions in Priyanka Chopra’s Fan Club Forums Stock Market CLSA’s upgrade of India means more FII buying

  • Creator
    Topic
  • #14923
    Pee Cee
    Keymaster

      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%

      CLSA Top Picks

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