The New Dawn

2014 was a great year for markets in Asia, with both India and China returning above 30%. Nifty has made lifetime highs, whereas China is still trading halfway down from its crazy highs reached in 2007.

2015 should be a promising year for markets here, with the two biggest markets finally getting their mozo back, after a year aimless years. The US is close to halting and reversing its QE, so expect some volatility from there too.

India should be interesting as RBI is expected to cut in Feb, and there are hopes from the budget in Feb as well. Expect good returns from banking names, specially PSU banking names - smaller names could be best placed as these are ones with highest beta. Also, autos and real estate names should be good bets, given their interest sensitive nature.