Outlook: Politics set to dominate market movements

Mar 04 2014, 15:25 IST
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Select stocks in sectors like IT, media and private sector banks: Dipen Shah (AP) Select stocks in sectors like IT, media and private sector banks: Dipen Shah (AP)
SummarySelect stocks in sectors like IT, media and private sector banks: Dipen Shah

banks. However, we also recommend investing in stocks having strong balance sheets and ethical managements in beaten-down 'domestically-oriented' and 'investment-led' sectors. A favorable political outcome will lead to out-performance from these sectors / stocks vis-a-vis the markets.

Key risks to our recommendation are political uncertainty, geo-political concerns globally (Russia/Ukraine), decline in foreign inflows, sharp currency depreciation and spike in oil prices.

By Dipen Shah, Head- Private Client Group Research, Kotak Securities

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