印度股票策略：印度五只股票：即使在近期反弹后，对盈利的担忧依然存在

India Equity Strategy Equity Strategy & India Five: Worries about earnings remain, even after the recent rally Sentiment has improved, significantly. Indian markets are well placed amidst global uncertainty and trade tensions. As per our proprietary positioning data, Asia and GEM funds have started to rebuild positions in India (that is, cut their underweights), but global investors are still cautious. A weaker dollar and softer inflation suggest the foreign inflows can persist in coming months. Domestic su ...