India Strategy:Booster shots to keep market afloat
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：2017-12-04
http://www.zdcj.net 点击收藏此报告
Bank recap, massive overhaul of GST rates & rating upgrade has helpedmarkets sustain at higher levels. Government’s gradual turn towards populismis evident and would entail boost in farm income through controlled rise infood inflation. Budget in Feb’18, last before elections would be expansionary.
Positive news flow would compensate for downside to earnings but upside tofrontline indices is also limited.
We recommend two themes
相关报告：
- ·市场分析：GDP数据发布 A股震荡回落 2019-10-18
- ·一周市场回：两市震荡下跌 有色、电气设备板块跌幅靠前 2019-10-18
- ·2019年4季度风险溢价预测：4季度末市场估值有下降压力 2019-10-18
- ·科创板新股申购策略之十九：宝兰德报价策略：估值区间67.56％-67.75％分位理性选择 2019-10-18
- ·市场交易主力资金系列：商业银行理财子公司投资全景手册 2019-10-18
- ·2019A股三季报业绩预告简评：创业板业绩持续向好 龙头股业绩占优 2019-10-18
