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2014 Election: Investment Sectors




With just less than a month we enter the most awaited 2014 elections ever. Most advisors and fund houses are recommending investors to add high beta stocks to their equity, like L & T , Axis , ICICI, ,Maruti and Titan . Now the time has come to add Beta to the Indian portfolio. We have to upgrade financial and banking stocks and increase out weightage in our premium  companies like Reliance and Maruti, ICICI , Axis , BHEL which are all high beta so alsob reliance and Maruti. The Industrial and Utility sectors are to be focused about. FIIs have invested nearly 10,000 cr in the Indian equity market, as its now for sure that India is the best business friendly country.
                         The investors should build a portfolio with aggressive, domestic and midcap focused portfolio. It’s quite common during preelections that the high beta companies with large financial leverage and even some companies with below par management practices manage to outperform the markets. So the high tide has just begun for India.