【LEX分享】来个偏门的58P--摩根斯坦利关于印度大选的报告

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报告署名里面有16位分析师。。。我只想说，人多真*****好！
58页的报告，涵盖了印度各个行业，对需要的同学应该是不可多得的信息（我不太需要。。。）
MSAP20140407652336.pdf (785.59 KB, 需要: 2 个论坛币)

2014-4-8 18:48:06 上传

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Asia Insight: India Elections:
Decisive Outcome Needed
for Further Upside

Contents
Cross Asset Strategy: A Summary................................................................................................................................4
India Economics: Five Key Reforms To Fix India’s Growth Problem (Chetan Ahya) ...............................................7
India Equity Strategy: What Is the Market Pricing in with Regard to Elections? (Ridham Desai).........................13
Equity Portfolio Paths for Election Outcomes ............................................................................................................14
EM Strategy: Keep India as an Equal-weighted Country in EM/APxJ (Jonathan Garner) ......................................17
Credit Strategy: External Funding and Bank Reforms are Key (Viktor Hjort, Nishant Sood, Desmond Lee) ......20
FX: INR Implications (Geoffrey Kendrick)....................................................................................................................23
India Autos: Cycle at Trough, Pace of Recovery Varies (Binay Singh)....................................................................26
India Cement: Stocks Starting to Factor in Macro Improvement and Potential Earnings Recovery (Ashish Jain) 30
India Consumer Staples: Labour Policy Reforms – Key Risk to Near-term Consumption Growth (Nillai Shah).31
India Financials: Policy Reforms Will Influence Pace of Improvement in NPL Cycle (Anil Agarwal) ...................34
India Industrials: Pricing in the Best Outcome? Not Yet (Akshay Soni) ..................................................................37
India Materials: Election Outcome Can Drive the Pace of Projects but Global Drivers Will Still Dominate (Vipul
Prasad) ...........................................................................................................................................................................40
India Oil & Gas: Political Stability is Key to Continuity of Reforms (Vinay Jaising)...............................................44
India Pharmaceuticals – FX Is The Key Variable (Sameer Baisiwala) ......................................................................49
India Utilities: A Strong Government Can Drive Power Reforms, Especially on Fuel (Parag Gupta) ...................51

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