CLSA thinks this could lead to offshore investors pulling back from China, especially those who invested after the initial ...
Chinese imports to India were nearly double that of Russia and about 2.5 times more than imports from the UAE during the ...
But China and India have no desirable “normal” status quo to return to. Challenges abound in the bilateral relationship, and ...
Turning ‘overweight’ essentially means Indian equities should perform better compared with other markets. The reversal is ...
The Chinese Communist Party is intensifying efforts to control Tibetan Buddhism, particularly with the pending succession of ...
As tensions between India and China thaw and the trade between them grows, India faces the tough task of keeping cheap ...
CLSA has reversed earlier allocation, increasing India and cutting China, even as India faces sustained foreign investor ...
After Beijing announced its first stimulus package in late September, foreign investors offloaded Indian shares to pick up ...
India is now the leading source of oil demand growth in Asia as Chinese consumption falters due to an economic slowdown and ...
India opposed any new top-down regulations imposed under the guise of “features,” arguing that they compromise national ...
China was India’s top import source with $65.89 billion, a 9.8 per cent year-on-year increase, worth of inbound shipments ...
CLSA has now positioned India as a 20% overweight in its portfolio, reflecting a more optimistic outlook for the country.