Tag Archives: Adani Power

Morgan Stanley Focus List: Indian Stock Picks for 2011

Trades and Themes for 2011 *OverWeight (OW): Energy, Industrials, Materials, Telecom, Utilities *Underweight (UW): Consumer Discretionary, Consumer Staples, Financials, Healthcare, Technology Catalysts *Global risk appetite: China, Europe, & US growth *Growth indicators & corporate fundamentals *Inflation *Sentiment

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Indian Power Sector Poised For Strong YoY Growth

We all understand that increased power generation is critical to the infrastructure and development of India. As you may know, India has one of the lowest per capita electricity consumption in the world. Despite generation capacity growing 100 times since … Continue reading

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