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Diwali Picks - Nov 2012

Friday 9 November 2012

By Dipen Shah, Kotak Securities

After a challenging previous year, Samvad 2068 provided some cheer to the markets. For much of the year, there was frustration and near-despair. However, concerted action by US / EU central banks and the subsequent reforms initiatives by the Indian Government have provided a much needed boost to our markets in the last 10 weeks. The benchmarks have recovered from the lows of 2011.

The new Samvad brings with itself, hope of a better future. The Government is in a mood to bring the economy back on the high growth path and that, according to us, can be a big positive, if the Government carries out with further reforms. The US elections have ensured continuity in and minimal disruption of US economic policies. The easy monetary policy also seems set to continue. EU has so far, succeeded in averting any major defaults.

No doubt, there will be periods of uncertainty and anguish and concerns. There may be corrections in markets. The fiscal cliff in US is expected to be the first big test for global equities. EU chiefs will also have to keep on working hard to avoid catastrophes. And more importantly, the Indian policy-makers will face a big test in the ensuing winter session. The last budget before 2014 elections will also be important.

However, we are hopeful of a much better Samvad 2069. Given this backdrop, we have selected some stocks which look attractive to us from an investment perspective.

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