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NOMURA - AEJ Daily Research Summary: 28 June 13
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Deepak Vaishnav
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Jun 28, 2013, 7:07:56 AM
6/28/13
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1.XL Axiata (EXCL IJ, Buy) - Upgrade to Buy.pdf
2.JSW Energy (JSW IN, Buy) - Risk-reward turns favourable- upgrade to Buy .pdf
3.Quick Note - India gas - Govt takes a bold gas price decision.pdf
Asia Chart Alert- India- Short-term external debt on the rise - 27 Jun 2013.pdf
Asia Insights- India- Financing is the main challenge - 27 Jun 2013.pdf
Asia Insights- India- Interest rate hikes are not the solution - 27 Jun 2013.pdf
First Insights- India- Current account deficit improves in Q1 2013.pdf
Quick Note - Healthcare and Pharmaceuticals - Pioglitazone ban – limited impact.pdf
Quick Note - India Telecoms - Data price cuts – gimmicky but important.pdf
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