Strategy: Now for the hard work ::Kotak Securities (PDF link)

Please Share::  India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��

http://www.kotaksecurities.com/pdf/indiadaily/indiadaily28022012.pdf


Strategy
Strategy: Now for the hard work
` Model Portfolio: High concentration of high-quality stocks notwithstanding
global liquidity
` Fiscal consolidation, though positive, is unlikely to be painless
` We expect the Government to target 4.7% GFD/GDP in FY2013
` Painful or not, the Government may have to bite the fiscal prudence bullet