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'Light at the conclusion of equity tunnel'
The short-lived market euphoria over the Finance Minister's announcement of deferring General Anti Avoidance Rules (GARR) and the fact that it has not been withdrawn, in support of delay,[url=http://kevindurantshoesforsale.blogspot.com/][b]kevin durant shoes[/b][/url], has created concern regarding how the markets would behave.
In an interview to Business Line, Mr Dinesh Thakkar, Chairman Managing Director, Angel Broking,[url=http://duveticaukoutlet.halod.com/][b]Duvetica Down Jackets[/b][/url], Mumbai,[url=http://rogerviviershoesneimanmarcus.blogspot.com/][b]Cheap Roger Vivier Outlet[/b][/url], sees light at the conclusion of the equity tunnel and exudes optimism that the Sensex may rise close to 22,000 level by March next. Excerpts:
The federal government must shed the growing perception of policy inertia. It must speed up mining and land acquisition Bills and welcome more FDI,[url=http://parajumpersonline.webmium.com/][b]Kodiak Jackets Online PARAJUMPERS[/b][/url], especially in areas such as aviation, retail and insurance. Infrastructure is really a perennial area where accelerating execution will do the economy an enormous amount of good.
Just how much levels market will go down further? Do you think only FII inflow would resurrect the markets?
FII inflows do play an important role. But take a look at what we should need, just about $20-25 billion annually that's a really small share of the global equity pie; so, I am confident that we will soon see better FII inflows as well, considering that compared to other countries,[url=http://duveticadeutschlandshop.halod.com/][b]http://duveticadeutschlandshop.halod.com/[/b][/url], we now have better fundamentals. Equities have been the top performing asset class on the longer timeframe,[url=http://woolrichoutletdeutschland.halod.com/][b]Woolrich Damen deutschland[/b][/url], giving a lot more than 15 percent CAGR returns.
The Government has only put off GAAR not rolled it back. It is only a few of the short-term inflows that could have to re-evaluate whether they will be impacted or not the fine print on that is still awaited. Hence, it is not clear if a few of the short-term inflows could get impacted eventually over the course of the coming year.
But, let's not forget that people are living inside a competitive environment. I do not think our Government consider using any means impractical that will materially slow down foreign fund inflows. However, whatever tax regimes emerge, they will hopefully be at par along with other emerging countries.
How do you want the Indian investors to tailor their investment decisions in this year and post-GAAR enforcement?
Indian markets are once more trading cheap,[url=http://parajumpersonline.webmium.com/][b]http://parajumpersonline.webmium.com/[/b][/url], following the sharp rally in January,[url=http://rogervivieroutlets.webmium.com/][b]Roger Vivier Flats Roger Vivier Sale[/b][/url], which many people overlooked. I believe the markets will appear to factors for example inflation,[url=http://discountmerrellshoes.webmium.com/][b]discount merrell barefoot shoes[/b][/url], monsoons,[url=http://rogervivieroutlets.webmium.com/][b]roger vivier discount for Discount Roger Vivier Shoes Roger Vivier Flats Roger Vivier Sale[/b][/url], crude prices and Government action for direction.
At the moment, the outlook for monsoon is positive, so that is a positive thing. I would keep looking in the inflation index,[url=http://kevindurantshoesforsale.blogspot.com/][b]jordans shoes[/b][/url], because, in the event that throws up a positive surprise,[url=http://duveticaukoutlet.halod.com/][b]Duvetica Jackets UK Outlet Duvetica Down Jackets For Men Store[/b][/url], then it could supply the necessary headroom for rates of interest in the future down more significantly,[url=http://duveticadeutschlandshop.halod.com/][b]Duvetica München Shop[/b][/url], and lay the woking platform for GDP and earnings growth to pick up.
As the markets increasingly discount FY14 earnings as well, I think the valuations will look reasonably cheap. Simultaneously,[url=http://cheapindoorsoccershoesonline.blogspot.com/][b]cheap soccer cleats[/b][/url], reducing inflation and interest rates should improve the future outlook throughout the other half of FY13, because the outlook for FY14 earnings growth also increases.
I believe a multiple of 15x to FY14 earnings will be more appropriate,[url=http://rogerviviershoesneimanmarcus.blogspot.com/][b]Roger Vivier Flats[/b][/url], which translates into a Sensex target of around 22,000 towards the end of March 2013.相关的主题文章：

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