Oliver Matthew, head of Asia consumer research at CLSA, explains why he upgraded his rating of Softbank's stock after the ...
Sanjeev Rana, head of Korea research at CLSA, adds that Samsung Electronics' underperformance can be attributed to the problems largely seen in the semiconductor business in the last several quarters, ...
Brokerages remain bullish on key stocks. CLSA sees Tata Motors’ correction as a buying opportunity with strong JLR cash flows ...
Jain prefers affordable consumption, where expectation is low but there can be some improvement from state election promises ...
The Narendra Modi government will face a "tough" task of balancing a trilemma — fiscal consolidation, capex-led growth and ...
Despite weak Q3 earnings, Bharat Petroleum (BPCL) draws attention from global brokerages. CLSA upgraded BPCL to ‘Hold with a ...
Samsung’s bottomline is feeling the effects of the US’ decision to limit China’s access to advanced AI technology. The company relies on its exports to China ...
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 ...
For the first time, SK Hynix overtook Samsung on quarterly profit in the fourth quarter, driven by its lead in HBM sales, ...
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 ...
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.