>EQUITY OUTLOOK (BHARTI AXA)

TOPIC-1 What has happened - The Perfect Storm
– Global Economic crisis
– Coordinated global policy action being taken

TOPIC- 2 Where are we now - Recovering
– Policy action showing results- Credit market Indicators improving
– Real Economic Indicators also showing signs of improvement
– Housing market stabilizing - to lead the recovery

TOPIC- 3 What do we expect
–
India in a sweet spot
–
Indicators in India also turning positive
– Stability coming in the currency and flows market
– India moving back into the positive territory
– Indian corporate in a healthy position
– Indian Markets –Valuations are reasonable when compared to peers
– India Election a game changer
– Factors to watch out for - Globally few indicators still to show reversal
– Factors to watch out for - Domestically

TOPIC- 4 Conclusion

TOPIC- 5 Credits

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