CLSA has withdrawn its overweight view on China. Amid the change of power in America, it has once again recommended an 'overweight' stance on India. Due to China's stimulus measures, CLSA had adopted an 'overweight' stance on China in its Asia Pacific allocation and reduced its investments in India (…).
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CLSA's view on China changed after Trump's victory, India again the biggest 'overweight' in Asia Pacific portfolio
