India Strategy Outlook_ Start buying selectively
IntelliPro&英特利普集团·2025-01-05 16:23
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 2 January 2025 India Strategy India Strategy Outlook: Start buying selectively Venugopal Garre +65 6236 7643 venugopal.garre@bernsteinsg.com Nikhil Arela +91 226 842 1482 nikhil.arela@bernsteinsg.com The title may raise several questions. After an entire year of cautioning on macro and earnings risks, and now that both have surfaced, we now advise to start buying selectively. What's influencing this strategy and what does "selectively" entail? Let's find the answers. Forecasting ...