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CLSA on India - Investing opportunities
Pouncing Tiger, Prevaricating Dragon: A Detailed Briefing
This briefing document reviews the main themes and most important ideas presented in the CLSA Global Equity Strategy report, "Pouncing Tiger, prevaricating Dragon," dated November 14, 2024.
Core Argument: The report advocates for a strategic shift in investment allocation, reversing an earlier tactical move from India to China. CLSA recommends returning to a benchmark allocation on China and adopting a 20% overweight on India.
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By Hari BalasubramanianPouncing Tiger, Prevaricating Dragon: A Detailed Briefing
This briefing document reviews the main themes and most important ideas presented in the CLSA Global Equity Strategy report, "Pouncing Tiger, prevaricating Dragon," dated November 14, 2024.
Core Argument: The report advocates for a strategic shift in investment allocation, reversing an earlier tactical move from India to China. CLSA recommends returning to a benchmark allocation on China and adopting a 20% overweight on India.