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Page 1: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the

December 2014

Investment Strategist

Page 2: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 3: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 4: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the

Sectoral Indices

Change in the Global Indices

Sensex

28,694As on 28-Nov-14

27,346 As on 30-Oct-14

Dow Jones

17,828 (3.7%)As on 28-Nov-14

17,195 As on 30-Oct-14

DAX

9,981 (9.5%)As on 28-Nov-14

9,115As on 30-Oct-14

CAC 40 index

4,390 (6.0%)As on 28-Nov-14

4,141As on 30-Oct-14

Hang Seng

23,987 (1.2%)As on 28-Nov-14

23,702As on 30-Oct-14

Nasdaq

4,792 (4.9%)As on 28-Nov-14

4,566 As on 30-Oct-14

FTSE

6,723 (4.0%)As on 28-Nov-14

6,464As on 30-Oct-14

IBEX

10,771 (4.9%)As on 28-Nov-14

10,264 As on 30-Oct-14

FTSE MIB

20,015 (4.3%)As on 28-Nov-14

19,195As on 30-Oct-14

Nifty

8,588 (5.1%) (4.9%)

As on 28-Nov-14

8,169 As on 30-Oct-14

SHCOMP

2,683 (12.2%)

As on 28-Nov-14

2,391As on 30-Oct-14

NIKKEI

17,460 (11.5%)As on 28-Nov-14

15,658As on 30-Oct-14

SECTOR As on 28 - November - 14 30 - October - 14 % change

CNX midcap 12,389 11,657 6.3%

BSE midcap 10,271 9,714 5.7%

BSE small cap 11,271 10,827 4.1%

FMCG 7,734 7,463 3.6%

Capital Goods 16,372 15,512 5.5%

Banking 21,212 19,167 10.7%

PSU 8,411 8,173 2.9%

Oil & Gas 10,914 10,921 -0.1%

Auto 19,220 18,315 4.9%

Tech 11,207 10,496 6.8%

Healthcare 14,957 14,116 6.0%

Metal 11,306 11,628 -2.8%

Realty 1,683 1,531 10.0%

India

China

Hong Kong

Japan

Germany

Spain

FranceItaly

UK

USA

GLOBAL & SECTORAL INDICES

Page 5: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
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Page 9: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 10: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 11: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 12: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 13: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 14: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
Page 15: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
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Page 17: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
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Page 23: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
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Page 25: December 2014 - Kotak Securities · Investment Strategist December 2014 MONTHLY FUNDAMENTAL OUTLOOK Global factors were in focus during the month of November. The highlight was the
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