Macquarie Marquee Ideas:Bottom-up Top Picks
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：2017-08-15
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Our Asia-ex Marquee list has returned 37% since launching almost a year ago,vs 28% for the MSCI Asia-ex. While our Japan Marquee has returned 28% vs.18% for MSCI Japan over the same period. This index is purely driven bybottom-up stock call conviction by our sector and country heads. Today, weswitch ITC IN out for Hindustan Unilever.
Adding (Outperform list)
§ Hindustan Unilever (HUVR IN)
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