Asia Essentials
类型：投资策略 机构：麦格理证券股份有限公司 研究员：麦格理证券研究所 日期：2017-05-18
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In this issue we ask why we remain overweight India. It is one of the best EMs YTD and (as usual) itsEPS estimates and multiples are high, so why invest?All the data points and anecdotes point to a stronger-than-expected memory market in 2H17, while circa10% price hike in DRAM/NAND in 2Q17 seems certain.
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