>EQUITY STRATEGY 2012: We are moving into cyclical gain in 2012
Where we are …………….
■ The Democratic Government has become directionless
■ Inflation infuser
■ Capital Inflow window has tipped into "Currency crunch"
■ India’s much valued entrepreneurial energy has become more of a corporate governance quagmire
Moving to…………….
■ The government has acknowledged its poor performance on reforms front and overall governance in closed way we may expect some quick policy dose in next six months through budget and hike in FDI in some sectors
■ Inflation moderation outlook
■ New Divestment strategy, Global rotation trade possibility and flow of capital through FDI route may result into rupee appreciation
■ Spreading positive investment sentiment
To read the full report: EQUITY STRATEGY 2012
RISH TRADER
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