The year 2014 is going to be a volatile year for equities. The two portfolios from Forbes India offer some interesting stocks that have the fundamental strength to manage the tide
The Indian currency will remain under pressure against currencies of the developed world, supporting the price of gold in the local currency
Don’t expect much rupee appreciation as India nears elections
Focus on quality, easily redeemable funds with a horizon of six to nine months
The trajectory of consumer price inflation and fiscal deficit numbers impacting the demand-supply equation for G-secs would be key determinants of rates over the coming year
There is growth and demand, but only at the right price
Easy permits, low-frills and latent demand make them lucrative investment targets
An expert panel of fund managers gives its take on what to expect from the markets in 2014
In the battle between India’s two big IT firms, TCS’s recent wins give it an edge over Infosys, whose turnaround is still a work in progress
2014 elections will be key as the markets cannot afford a government that is not pro-growth
A depreciating currency can give a competitive edge but, in isolation, it will not lead to the fortunes or misfortunes of a company