Global brokerage firm CLSA has revised its investment strategy, increasing its allocation to Indian equities to a 20% overweight position, while cutting back on its exposure to China. What Happened: CLSA's strategic shift is motivated by India’s stable economic conditions and expected foreign inflows.

Read why has CLSA reversed its allocation strategy, raising investment in Indian equities while cutting China exposure.

In just over a week since Donald Trump won the US Presidency, Hong Kong-based brokerage firm CLSA raised its India allocation to a 20 per cent overweight, while cutting exposure to China. This is seen as a tactical reversal from its early October update when it went ‘overweight’ on China following Beijing’s first stimulus on September 24.