23 Oct 2017 | 12:21 PM
Research Report
Yearly

Equity Research Report: New Year Picks 2014

Indian equities have seen a liquidity driven rally in the year 2013. During the year BSE Sensex jumped 9% or 1700 points and Nifty has seen a rally of near to 7% or 400 points. FIIs inflow was strong during the year and they have pumped more than Rs 1.13 lakh crore in Indian equities...
31 Dec 2013 | 10:00 PM

Outlook for 2014

  • Indian equities have seen a liquidity driven rally in the year 2013. During the year BSE Sensex jumped 9% or 1700 points and Nifty has seen a rally of near to 7% or 400 points. FIIs inflow was strong during the year and they have pumped more than Rs 1.13 lakh crore in Indian equities.
 
  • The market performed well and now the investors are underpinning hopes for 2014. General elections are the major trigger for 2014 and investors’ community expects that the new Government will take strong decision for the growth of Indian economy.
 
  • The important factors that may affect the stock market in the year 2014 are global and domestic market environment, Inflation, interest rate scenario, fiscal/trade scenario in India and policy actions from the next government etc.
 
  • We believe that the equity market volatility may continue as the US Fed decision for QE will play a major role. However, the volatility should be used to pick strong fundamental stocks for long term.
 
  • We have selected following four stocks for the year 2014; where we believe that the strong growth potential and robust business model of these companies could be rewarding for investors.