India Model Portfolio - Morgan Stanley Vs Merill Lynch
Tuesday, December 04, 2007Here is a Model Portfolio and weight ages across different scrips and sectors. Both Merill Lynch and Morgan Stanley have slightly different views when it comes to Industrials / Cement. Merill Lynch is more bullish on the segment than Morgan Stanley [MSCI]. Rest of the sectors both have comparable views.
Portfolio Record Date Dec-04-2007.
0 Comments:
Dalal Street Business Reports
- Add Gitanjali Gems + Pioneer Distilleries - HDFC
- Garware Offshore cash in on E&P boom
- Indian GDP Inline with Expectations
- Lehman Initiates Coverage on DLF
- Kotak recommends Sunil Hit-Tech Engineers
- BUY Graphite India - Indiainfoline
- BUY Colgate - Citi + Merill Lynch
- Mukesh Ambani's Move to Checkmate Chevron
- UBS on BHEL and DLF
- Lehman Coverage on Godrej + Marico + Dabur +Asian...