设正点财经为首页     加入收藏
首 页 财经新闻 主力数据 财经视频 研究报告 证券软件 内参传闻 股市学院 指标公式
你的位置: > 正点财经 > 研究报告 > 正文

India Economics Weekly:Singapore conference takeaways -India remains an investor favorite

类型:宏观经济  机构:德意志银行   研究员:德意志银行研究所  日期:2017-05-23
http://www.zdcj.net      点击收藏此报告
    

During the course of the recently concluded dbAccess Asia 2017 conference(held in Singapore, May 15-17), investors were significantly upbeat on India,despite expensive valuations in the equity market, and felt that any potentialcorrection should be used as an opportunity to increase India related exposurewith a 1-2 year view. The sentiments expressed at the conference matched withthe views of the US equity investors whom we met earlier this month, some ofwhom admitted that they would have preferred to be more overweight India thanwhat they currently are. We highlight below the key takeaways of polls that weconducted related to the Indian economy:

    40% of respondents felt that the potential disruption related to GST will onlylast for 3-6 months.

    37% of respondents felt that INR/USD will end the year in the range of 65-67.

    57% of respondents expected RBI to keep the repo rate unchanged in 2017,while 17% felt that the central bank will hike the policy rate by 25bps this year.

    39% of the respondents believed that RBI will hike the repo rate by 25bps nextyear, while 28% expected RBI to hike by 50bps in 2018.

    33% of respondents expected the stock market to be up 10% or more fromcurrent levels by end-2017, while 28% of respondents expected markets to bedown 10% from current levels.

    34% of the respondents thought that India will not get a sovereign ratingsupgrade before the 2019 general elections, while 28% respondents expected Indiato get an upgrade. 25% respondents thought there was a 50:50 chance.

相关报告:
热点推荐:
更多最新研究报告
更多财经新闻
  • 如果不能阅读报告,请点击下载阅读器
关于我们 | 商务合作 | 联系投稿 | 联系删稿 | 合作伙伴 | 法律声明 | 网站地图