CLSA tweaks India portfolio, fears de-rating in expensive capex stocks

June 5, 2024

CLSA adjusts India portfolio post BJP’s election setback, favoring defensive stance with HCL Tech replacing L&T. Overweight on banks, commodities, IT, insurance, and staples. Concerns over market valuation amid Nifty’s 6% drop and historic high PE ratio.

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Max Health Q2 Results: Nifty’s latest entrant reports 74% YoY jump in cons PAT to Rs 491 crore, revenue grows 25%

Max Healthcare Institute has announced strong financial results for the September quarter. The company’s net profit surged by 74% year-on-year to Rs 491 crore. Revenue

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BlackBuck gets Buy rating as Ambit sees strong growth ahead, values stock at Rs 885

Ambit Capital initiated coverage on Zinka Logistics, parent of BlackBuck, with a Buy rating and Rs 885 target price. The brokerage highlighted BlackBuck’s emergence as

November 14, 2025

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