Why India remains an 'investment conundrum' for foreign investors
Though CLSA is bullish on India, the recent allocation reversal from China is more tactical amid enduring valuation challenges
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November 2024
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November 2019
CLSA values Reliance’s solar biz at $30 bn; sees 70% upside potential in stock
The global brokerage says that the market is ignoring RIL’s new energy business; the stock is offering an attractive entry point to play important catalysts in 2025.
CLSA downgrades HDFC Bank, cuts target price; stock down 1%
Analysts at CLSA expect HDFC Bank's net interest margin (NIM) recovery to be more U-shaped rather than V-shaped.
Embrace Volatility In New Year
A cocktail of buoyant GDP growth, benign inflation and business-more-than-usual have created a feel-good factor in 2023 — now brace for volatility in the New Year.
Tata Motors shares hit record high
CLSA upgrades target price of Tata Motors to ₹690 from ₹624 earlier
Jio Platform’s valuation may only be second to Amazon
According to a Jefferies research report, at an estimated valuation of $65 billion-$70 billion, the newly formed Jio Platform’s EV/Ebitda multiple could be ahead of Alibaba, Alphabet, and Apple.
