Citi Top
Picks for 2014:
Tata Steel
L & T
Wipro
HCL
Tech Mindtree
Strategy:
A modest-return year;
(1) overall defensive
bias
(2) play business
momentum IT, Pharma & Telecom - rather than big recovery/revival,
(3) stock picking –
high-return opportunities out there,
(4) mid-caps; build
some appetite.
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