Macquarie
Top Share Picks for 2014:
ITC
Sun Pharma
Coal India
JSPL
L & T
ICICI Bank
Axis Bank
Strategy for the year
2014:
NSE - Nifty's target
is 7200. We would rather play defensives via IT & Pharma which give us
shield from volatility in rupee due to possible QE tapering.
We are adding beta
exposure via banks, metals and industrials, our key overweight sectors, and
funding this by reduced exposure in expensive consumer staples.
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