Star Picks in India Equities for 2014
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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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