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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Netweb Technologies shares zoom over 18% after Q4 net profit jumps 45% YoY on AI-led growth

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