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Author: StockFanatic   |   Latest post: Tue, 16 Oct 2018, 12:38 PM

 

Asia Financials - Model Portfolio: Making ICICI the Top Pick

Author:   |    Publish date:   |  >> Read article in Blog website



We are increasing ICICI's weight in our Asian banks portfolio to 15% from 7.5%. We expect quick re-rating from a bank in crisis to normalization to growth. This should help the stock do very well over 12-24 months. We also add to BOCHK because we expect strong NIM progression in 2Q18.

Source : Morgan Stanley Research
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