ET Now - HSBC Market View
Nifty Down 0.03%, Indian valuations remain attractive, Sensex Up 0.01%, Upgraded Indian to Neutral with Positive bias. Will use volatility to increase exposure. Expect India's deficit to reach 5.8% of GDP in FY13. Assets price reflation to support Gold, real estate. Asian Paints down 0.45%, M&M Up 0.57%, Adani Ent, down 1.30%, Kotak Bank up 0.56%, Q2 earnings positive so far.
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