BERNSTEIN：印度策略_我们为何在 1 月上调印度评级_重审投资观点
2025-04-27 03:56
22 April 2025 India Strategy India Strategy: Why we upgraded India in Jan? Revisiting thesis. Venugopal Garre +65 6326 7643 venugopal.garre@bernsteinsg.com Nikhil Arela +91 226 842 1482 nikhil.arela@bernsteinsg.com There are numerous global events impacting markets, making it challenging for investors to develop a clear opinion. We revisit our early January market upgrade and discuss how the underlying macroeconomic prospects and views have evolved since then. Things we anticipated: Decision making is highl ...