Amitabh Dubey

Political Analyst, India Research
+91 99999 10781

Shumita Sharma Deveshwar

Director, India Research
+91 98718 22780

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Reform tempo will be maintained in a more benign political environment

Overview

Two contrary forces will determine the Indian equity market’s performance in 2013: the buoyant effect of continuing policy change and the drag induced by a tepid economic recovery. Reforms and a less fiscally risky national election cycle will keep market sentiment positive but disappointing GDP growth and inflation numbers in FY14 will continue to limit the...

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