CLSA Shifts Focus Back to India Following Trump's 2024 Re-Election
Strategic Reversal: CLSA reinstates a 20% overweight on Indian equities, scaling back China exposure after US election results.
Key Drivers:
Trade war concerns under Trump administration.
Limited impact of China’s stimulus measures.
India's resilience via strong domestic demand.
Market Insight: India emerges as a safer bet amid geopolitical uncertainties.
This highlights investor optimism in India's growth story! 🚀
#India #China #CLSA #DonaldTrump #StockMarket