PLAY SAFE IN 2015 ::HDFC Sec

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The view in the rear view mirror is excellent. The Nifty has appreciated by 31.39% in CY 2104.
But the view from the wind screen is foggy. By their very nature the view in the rear view mirror
is always crystal clear and the view through the windscreen is usually foggy.
Some of the fog is there because the Government is not able get the bills cleared in the Rajya
Sabha. That situation is unlikely to change in the near future. So the focus of the Government is
likely to be on issues for which it does not have to go back to the Rajya Sabha.
The focus is obviously going to be on the Union Budget, which does not need the Rajya Sabha
nod.
Investors will do well to focus on companies and sectors that do not need the crutches of the bills
that need to be passed. Companies and sectors that can do well on their own strength are what
we need to look at in 2015.
For 2015, we have chosen 5 stocks that are likely to do well. They are from different sectors.
They either have the right triggers in place or have inherent strength to stand on their own feet,
without enabling legislation from e Government. This is not to say that if there is a favorable
legislation these stocks will not be positively impacted.
If the Government is able to walk its talk, they will do much better than our expectations. If the
Government continues to face headwinds, they will still deliver. Play safe in 2015.
Wish you a very happy new year.

Sr. No. Name
1 SBI
2 POWERGRID
3 L&T
4 KPIT
5 DEWAN HOUSING