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Podcast  >  Morning Run  >  Market Watch  >  Star Picks in India Equities for 2014

Star Picks in India Equities for 2014

Jigar Shah

17-Dec-13 11:50

Star Picks in India Equities for 2014

Jigar Shah, Head of Research at Maybank Kim Eng, India talks about: 

 

- India’s benchmark Sensex share index hit an all-time high last week, boosted by the US taper plans, and India politics. Was that irrational exuberance, or will we be seeing more of that come 2014?

- Another bank expects India’s IPO market to reopen next year, if Indian stock valuations are sustained, and as many major companies need equity injections - are you equally optimistic?

- Can, and should long term investors enter the India equity market for the long term? If so, which sectors could see earnings growth?

- Stock picks

BFM's Khoo Hsien Chun speaks with him.


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