Indian equities are expected to reach new highs due to soft inflation, strong economic growth, and easing US tariffs. CLSA's Vikash Kumar Jain predicts a recovery in the Nifty50 index, aided by improving foreign investor sentiment and potential trade deal with the EU.
4 min read19 Nov 2025Tata Motors faces a seven-month stock decline due to JLR demand concerns. CLSA upgraded its rating, citing attractive valuations and a 36% upside potential. The stock's correction offers an entry point, despite short-term volatility and risks from potential US tariffs on JLR vehicles.
3 min read19 Feb 2025Global brokerage CLSA has identified 54 'Modi stocks', mainly PSUs, expected to benefit from the current government's likely comeback. These stocks have rallied ahead of the election results on June 4, 2024, with a 50% increase on average compared to Nifty's 14% rise.
3 min read30 May 2024The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared
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