Dalal Street Investments

India Model Portfolio – Morgan Stanley Vs Merill Lynch

December 4, 2007

Here 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.


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