How CLSA modified its Indian focus inventory portfolio in 2025 – Defensive Picks
The revised portfolio emphasizes large-cap names poised for progress and defensiveness. It consists of Reliance Industries, Tata Consultancy, ICICI Financial institution, ITC, Axis Financial institution, Oil & Pure Fuel, SBI Life, Hindalco, Jindal Metal & Energy, and IndusInd Financial institution. These choices, coupled with the current additions, mirror CLSA’s deal with affordability and resilience amidst market volatility.
(Disclaimer: Suggestions, recommendations, views and opinions given by the specialists are their very own. These don’t symbolize the views of Financial Instances)
