India Investment Strategy (One of the best I have read)

Hi All,

I have read many Investment strategies earmarked by FII's,Investment banks,PE's,VC's,Sovereign Funds and Institutional brokerages (Like B&K,FG,MosT,Kotak,Edel etc....) But felt this report as very qualitative than quantitative from other brokerages....Yes, its edelcap..One of the best qualitative research reports I have read about the year 2009.All are kindly requested to take note of the Micro and Macro ecomic Indicators for taking a clear view about Indian Mkts.


High lights of the Reports are

1. Near term global economic outlook continues to remain weak

* Fears of recession and deflation are looming large, especially for developed economies
* Despite huge stimulus packages, global economic recovery will be a long process
2. India is not facing any crisis, but growth momentum is lost for the moment.
Nevertheless, Indian economy is more resilient, due to

* Large domestic consumption and low dependence on exports;
* Favourable saving-investment dynamics, a sound financial sector, scope for
infrastructure; and
* Improvement of the fiscal and BoP situation at the margin

Read the full report Here