2010年印度证券市场投资策略报告

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【出版时间及名称】：2010年印度证券市场投资策略报告
        【作者】：野村证券
        【文件格式】：pdf
        【页数】：131
        【目录或简介】：

Contents
The proverbial puddle: monetary rebalancing 4
Valuations not excessive, but not immune to monetary rebalancing 5
Rising inflation is a short-term overhang on markets 5
Early rate tightening will curb core inflation and manage inflationary expectations 6
Growth rebalancing: investment to join the mix 7
Industrial capex suffered on account of the crisis 7
Capacity shortages are back 7
Stalled financial closures have restarted 9
Pick-up in capex will translate into greater capital inflows and rupee appreciation 10
Fiscal rebalancing – a marginal move towards consolidation 11
Revenue buoyancy and potential rollback of stimulus should help rein in the
deficit 11
Significant one-offs should roll off this year 11
Implications of better fiscal and monetary tightening – flattening of the yield curve 13
Return of risk-taking: from de-leveraging to re-leveraging 14
From government to private risk-taking 14
De-leveraging by corporates following the crisis 14
Back to reforms? 18
What has been the broad thrust of reforms? 18
Key themes for 2010F 21
Sector strategy 23
Appendix 24
India economic outlook 30
India sector views
Autos 36
Banks 38
Building materials 40
Consumer 42
Electrical equipment 44
Infrastructure & Construction 46
Insurance 48
IT Services & Software 50
Media 52
Metals & Mining 54
Oil & Gas / Chemical 56
Pharmaceuticals 58
Property 60
Telcos 62
Transport Infrastructure 64

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