Sanjeev Rana, head of Korea research at CLSA, adds that Samsung Electronics' underperformance can be attributed to the ...
Brokerages remain bullish on key stocks. CLSA sees Tata Motors’ correction as a buying opportunity with strong JLR cash flows ...
Oliver Matthew, head of Asia consumer research at CLSA, explains why he upgraded his rating of Softbank's stock after the ...
Jain prefers affordable consumption, where expectation is low but there can be some improvement from state election promises ...
As East Asia prepares to shut down for the Lunar New Year holiday and looks towards the Year of the Snake, it’s time to look ...
Vikash Kumar Jain, India Strategist at CLSA, is overweight on staples and commodities, underweight on industrials, IT, and ...
The firm expects mid-single-digit price erosion in generic drugs and heightened competition for key medications, potentially ...
Other stocks in CLSA's 2025 India portfolio include Reliance Industries, Tata Consultancy Services, ICICI Bank, ITC, Axis Bank, ONGC, SBI Life, Hindalco, Jindal Steel & Power and IndusInd Bank ...
Brokerage firms have shared their latest views on Federal Bank, ACC, and IOC Ltd, with UBS maintaining a "Buy" on Federal ...
2025 Market Outlook: CLSA anticipates a challenging year for the Nifty in 2025, driven by an uncertain and risky global macro environment coupled with a near-term economic slowdown in India.
The brokerage upgraded the counter to a 'high conviction' outperform, with a target price of Rs 575 per share, which implies ...
Vikash Kumar Jain, India Strategist and Head of Research at CLSA, predicts 2025 will be a year of consolidation for Indian markets. He noted that the consolidation trend, which began in October, could ...