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CLSA’s U-turn on China has little to do with India | The Morning Context

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Markets

CLSA’s U-turn on China has little to do with India

The investment firm’s report doesn’t quite reflect optimism in the Indian markets, and runs contrary to the ground reality.

17 November, 2024•5 min

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17 November, 2024•5 min

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CLSA’s U-turn on China has little to do with India

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The big hit to Meesho’s financials from the tax on flipping

The big hit to Meesho’s financials from the tax on flipping

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IndusInd Bank’s near Rs 2,000 cr financial dent was caused by ‘incorrect accounting’

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Hindustan Unilever’s ‘direct-to-kirana’ model is purely self-serving

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•

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EXPLAINER
/
Markets

CLSA’s U-turn on China has little to do with India

The investment firm’s report doesn’t quite reflect optimism in the Indian markets, and runs contrary to the ground reality.

17 November, 2024•5 min

0

17 November, 2024•5 min

0

Getting your Trinity Audio player ready...

CLSA’s U-turn on China has little to do with India

More in Markets

Story image

99 Store is Swiggy’s latest bet in a saturated food delivery market

Story image

99 Store is Swiggy’s latest bet in a saturated food delivery market

The food and grocery delivery giant is facing intense competition in both its core businesses, but the odds are stacked against Rs 99 meals being the solution.

Story image

The big hit to Meesho’s financials from the tax on flipping

The big hit to Meesho’s financials from the tax on flipping

Story image

IndusInd Bank’s near Rs 2,000 cr financial dent was caused by ‘incorrect accounting’

IndusInd Bank’s near Rs 2,000 cr financial dent was caused by ‘incorrect accounting’

Story image

Decoding SEBI’s new skin-in-the-game regulations for AMCs

Decoding SEBI’s new skin-in-the-game regulations for AMCs

Story image

SEBI’s new norms for research analysts: incentive or impediment?

SEBI’s new norms for research analysts: incentive or impediment?

Story image

Hindustan Unilever’s ‘direct-to-kirana’ model is purely self-serving

Hindustan Unilever’s ‘direct-to-kirana’ model is purely self-serving

You may also like

Story image

IPO-bound NSE’s revenue dilemma

As India’s largest stock exchange heads to the public markets, it may need to rethink its excessive reliance on transaction revenue.

Story image

RBI’s rules redraw the playbook for prop traders

The central bank’s shift to a 100% collateral requirement threatens to erode leverage, reduce volumes and force a consolidation across prop desks.

Story image

Airtel’s Q4 performance adds to Jio IPO headwinds

FY26 numbers show that Airtel is stealing a march on its larger rival on most counts and is unrelenting in its ambition, casting a cloud on Jio’s valuation.

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