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インド債券:モディ長期政権による高成長・構造改革路線の継続が市場の好材料に

2019年09月04日
    詳細(PDF)を読む日本語, PDF, 1.45MB
    この記事を印刷

    要点:

    • 本年4月~5月の総選挙によるモディ政権の続投は、市場にとりプラス材料
    • 相対的に低い債務状況、財政収支の改善見込み、比較的高い信用力なども市場の追い風に
    • モディ政権が成長重視の改革を着実に推進すれば、市場は一段と評価されよう