A big statement has come from well-known investor and fund manager Sameer Arora. Helios Capital founder and fund manager Sameer Arora says that one should not be so happy with the CLSA report. Actually, let us tell you that brokerage firm CLSA has decided to withdraw its previous move from India to China, citing China's economy and growing concerns of investors.

Sameer Arora says that you should not get unnecessarily excited by the CLSA report. He told on social media that this is CLSA, not CIA.

In my opinion, investors were not selling India to buy China, but were buying USA. Apart from this, he says that the average Indian stock has fallen by 10-15% since the end of September in the India to USA shift trade. At the same time, this matter is now over with a 10% rise in US stocks. So whoever is trying to work on this now (sell India, buy USA) has already missed out on a return of more than 25%. Let us tell you that CLSA has said that we trust India more - CLSA has said in its note that China's stock market has faced many shocks, which we see as three misfortunes. The brokerage firm is pointing towards the trade war. Especially after "Trump 2.0", the outlook regarding China has weakened further. This will worsen China's condition, because China's economy is dependent on exports. (You will get the full report of CLSA by clicking on the link) Apart from this, CLSA believes that the relief package issued by China's National People's Congress (NPC) does not have any concrete steps. Therefore, there is no special benefit from this package. The NPC relief package is not going to increase growth. It can reduce the risk.