Strategy in the light of recent scam revelations: Focus on governance, proven execution record and cashflows. Our stand: Bias towards large caps.
Sectors to focus on: Auto, Energy (metal,Oil & Gas), IT.
Sectors to be avoided: RealEstate, Infra.
Largecap to be avoided: RInfra,Suzlon,JPA.
other stocks to be avoided: SKS MicroFinance.
Bank strategy: Prefer private Banks over PSU banks.
Promoter Pledged counters to be avoided: kingfisher, Era Infra, Pipavav Shipyard, Gujnre Coke, Suzlon, Koutons Retail,Gayatri Projects.
Nifty curicial support: 5700.
Patni Computers: NTT data crop resumed talk
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Rohit Saxena
Phone No: 09891265905
Mail Id: rohit_9sep@indiatimes.com
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Rohit Saxena
Phone No: 09891265905
Mail Id: rohit_9sep@indiatimes.com
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