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India Contenders & Defenders
Contenders outperform amid
macro uncertainty
Contenders beat the markets
The India Contenders (-13.7%) struggled last month as equity markets retraced
amid European crisis and weakening rupee, but still managed to outperform the
MSCI India index (-16.0%) by +2.3% and the India Defenders (-23.8%) by +10.0%.
Implied Sector Allocation favours Discretionary
Our Implied Sector Allocation model is most overweight Consumer Discretionary
and Health Care, and most underweight Financials, Materials and Industrials.
Last month, the model increased the overweight in Health Care at the expense of
Financials. This sector tilts matches with our new Asia Pac Country-Sector
allocation recommendations.
New India Contenders: Hero Motorcorp, Raymond
The new India Contenders are Hero Motorcorp, and Raymond. The longest
standing Contender is Bajaj Auto (16 months). The other India Contenders are
Dish TV India, HDFC Bank, LIC Housing Finance, Petronet LNG, Satyam
Computer, Tata Consultancy Services, and Titan Industries.
New India Defenders: JSW Steel, Sesa Goa
The new India Defenders are JSW Steel, and Sesa Goa. The longest standing
Defender is Steel Authority of India (15 months). The other India Defenders are
Crompton Greaves, Hindalco Industries, Housing Development & Infrastructure,
Reliance Communications, Sterlite Industries (India), Tata Motors, and Unitech
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
India Contenders & Defenders
Contenders outperform amid
macro uncertainty
Contenders beat the markets
The India Contenders (-13.7%) struggled last month as equity markets retraced
amid European crisis and weakening rupee, but still managed to outperform the
MSCI India index (-16.0%) by +2.3% and the India Defenders (-23.8%) by +10.0%.
Implied Sector Allocation favours Discretionary
Our Implied Sector Allocation model is most overweight Consumer Discretionary
and Health Care, and most underweight Financials, Materials and Industrials.
Last month, the model increased the overweight in Health Care at the expense of
Financials. This sector tilts matches with our new Asia Pac Country-Sector
allocation recommendations.
New India Contenders: Hero Motorcorp, Raymond
The new India Contenders are Hero Motorcorp, and Raymond. The longest
standing Contender is Bajaj Auto (16 months). The other India Contenders are
Dish TV India, HDFC Bank, LIC Housing Finance, Petronet LNG, Satyam
Computer, Tata Consultancy Services, and Titan Industries.
New India Defenders: JSW Steel, Sesa Goa
The new India Defenders are JSW Steel, and Sesa Goa. The longest standing
Defender is Steel Authority of India (15 months). The other India Defenders are
Crompton Greaves, Hindalco Industries, Housing Development & Infrastructure,
Reliance Communications, Sterlite Industries (India), Tata Motors, and Unitech
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