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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Stock re-categorization: 11 largecaps that will be demoted to midcap

The Association of Mutual Funds in India (AMFI) has announced the stock re-categorization and has highlighted the market cap changes in large, mid and small

July 9, 2025

Contra stocks to buy: Jefferies picks 3 fallen angels for next 12 months

Jefferies is making a bold move by advising clients to invest in the struggling Indian consumer sector, identifying Varun Beverages, Hindustan Unilever, and Asian Paints

July 9, 2025

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