Jan 01, 2014, 09.13 AM IST
Bharat Iyer of JP Morgan expects global growth to accelerate into the year ahead which should benefit companies like Tata Motors, Tata Steel and HCL Technologies.
Tags Bharat Iyer of JP Morgan, Neelkanth Mishra of Credit Suisse, DLF, ICICI Bank, HCL Tech, Tata Steel, Tata Motors, HUL, Colgate, Godrej Consumer, Reliance, Larsen, SBI, ITC
Like this story, share it with millions of investors on M3
Expect global growth to accelerate in 2014: JP Morgan
Bharat Iyer of JP Morgan expects global growth to accelerate into the year ahead which should benefit companies like Tata Motors, Tata Steel and HCL Technologies.
Like this story, share it with millions of investors on M3
Expect global growth to accelerate in 2014: JP Morgan
Bharat Iyer of JP Morgan expects global growth to accelerate into the year ahead which should benefit companies like Tata Motors, Tata Steel and HCL Technologies.
Bharat Iyer of JP Morgan: The dependence on global liquidity and quantitative easing tapering linked volatility will likely continue over Q1CY14. The result of the national election in May would play an important role in H2CY (January-June 2014) growth revival, particularly for the investment cycle and also for the performance of Indian equities. Our top picks have a cyclical bias. ICICI Bank and DLF are domestic cyclical expected to benefit from a revival in growth and modest valuations. We also expect global growth to accelerate into the year ahead which should benefit companies like Tata Motors , Tata Steel and HCL Technologies . Cyclical recovery makes us more cautious on expensive defensives, HUL and Colgate .
Neelkanth Mishra of Credit Suisse: We expect the divergence between the investment cycle and middle-income consumption on one hand and low-end consumption on the other to continue. Growth in the informal economy though should continue to drive wage growth for the poor. Indices have already started to reflect this divergence. Our model portfolio stays defensive with Reliance Industries , Godrej Consumer , HCL Technologies and ITC as top longs and Larsen and Toubro , Tata Steel and SBI as top shorts.
Also Read
Sudarshan Sukhani
s2analytics.com
Nifty looking at big upmove; A very happy new year to all our readers
May the new year bring happiness, joy prosperity and cheer to all of you and your families. The Nifty has been moving in a narrow range inside 6260-6340 for the last six trading days. This is a process of contraction. We should wait for an expansion. The process of expansion always gives a better return to the traders.
Trend is up in CNX IT. Prices may form a trading range here. We have COPPER in METALS. Prices have seen a breakout from a narrow trading range and now moving up. We have an important support zone for the Copper. Then we have ENERGY Sector. The sector is consolidating and trading inside a large trading range. Stocks in focus include M&M & BHARAT FORGE. For each of these stocks, we analyze their technical picture; identify trades with stop loss and targets. At the end we have GBP-INR currency pair. Prices are trading inside a large trading range. We will discuss the important support and resistance level for the GBP INR. Read full report »
Anda sedang membaca artikel tentang
Expect global growth to accelerate in 2014: JP Morgan
Dengan url
https://segarsaries.blogspot.com/2014/01/expect-global-growth-to-accelerate-in.html
Anda boleh menyebar luaskannya atau mengcopy paste-nya
Expect global growth to accelerate in 2014: JP Morgan
namun jangan lupa untuk meletakkan link
Expect global growth to accelerate in 2014: JP Morgan
sebagai sumbernya
0 komentar:
Posting Komentar