Jefferies 的 India strategy

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158480693-India-Strategy-20130730-Jefferies-RBI-in-Action.pdf (374.7 KB)

2013-8-12 15:28:29 上传

RBI's policy is a radical shift with little back-down option for a while. It
eliminates new policy drives with a new governor. The currency line in sand
would likely be tested multiple times; at each point, risks of either unforeseen
monetary activism and/or failure would keep markets nervous. We downgrade
financials to UW and increase weights for defensives (staples) and exporters
(IT), in anticipation of more export-friendly policies

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关键词：Jefferies Strategy Strateg India INDI currency increase multiple failure either

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