Dec 09, 2016 at 09:33 | Source: CNBC-TV18
Ridham Desai of Morgan Stanley says he believes India will exit the low return environment of the past two years, thanks to better equity valuations.
Dec 06, 2016 at 12:18 | Source: Moneycontrol.com
CLSA has maintained its buy call on Tata Motors due to attractive valuations after recent correction, but slashed target price to Rs 585 (from Rs 635 earlier) following cut in earnings per share estimates.
Dec 02, 2016 at 10:57 | Source: CNBC-TV18
Christopher Wood of CLSA says any sharp stock-market decline triggered by a further bond riot could give the Janet Yellen-run Federal Reserve the excuse it could be looking for not to raise rates given the tightening imposed by dollar strength and rising long-term interest rates.
Dec 01, 2016 at 09:37 | Source: Moneycontrol.com
CLSA upgrades Motherson Sumi to buy from sell with target increased to Rs 375 from Rs 255 per share on overseas business should see growth acceleration over 2-3 years.
Nov 30, 2016 at 11:16 | Source: Moneycontrol.com
Torrent Pharmaceuticals shares surged 4.4 percent intraday Wednesday after approval from the US health regulator for antihypertensive drug and CLSA upgraded to buy.
Nov 29, 2016 at 14:43 | Source: Moneycontrol.com
CLSA is convinced that HUL is leaving no stone unturned to lead on way to recovery led by urban markets. It adds that southern region has already started recovering due to higher banking density/penetration.
Nov 29, 2016 at 13:44 | Source: Moneycontrol.com
CLSA in its report called The demonetisation reset points out that this would lead to large disruptions in the near term but sees long term story attractive. Various broking firms have tried to gauge the impact of short term disruption that sucked cash out from the economy.
Nov 25, 2016 at 09:09 | Source: CNBC-TV18
Laurence Balanco of CLSA says tactically, he is looking for a minor pullback to relieve the momentum extremes seen in leading markets (US and Japanese equities, US dollar, US 10-year yield, copper).
Nov 24, 2016 at 15:33 | Source: Moneycontrol.com
While most economists and financial market experts have hailed the move as a long term positive for the economy, they see it hurting growth in the short term.Many broking firms have lowered their GDP estimates for FY17, and some economists feel the slowdown could prolong into FY18 as well
Nov 24, 2016 at 09:17 | Source: CNBC-TV18
Mahesh Nandurkar of CLSA says the government's well-intentioned currency demonetisation move has created business disruptions for the near term.