Saturday, December 31, 2011

>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