Li Keqiang's India Visit

Chinese Premier Li Keqiang gestures as he addresses a gathering during a business summit in Mumbai May 21, 2013. Li is in India on a three-day state visit. REUTERS/Danish Siddiqui

With wary eye on the U.S., China courts India

Chinese Premier Li Keqiang, smiling and effusive, was out to smooth ruffled feathers in India this week, promising to ease tensions and increase trade between Asia's fastest growing economies in his first trip overseas since taking office.  Full Article | Slideshow 

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Top five themes for Indian stocks, debt and FX in 2013

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A broker looks at computer screens at a stock brokerage firm in Mumbai May 10, 2010. REUTERS/Arko Datta/Files

A broker looks at computer screens at a stock brokerage firm in Mumbai May 10, 2010.

Credit: Reuters/Arko Datta/Files

Mon Dec 31, 2012 4:44pm IST

Reuters Market Eye - TOP FIVE THEMES FOR INDIAN STOCKS IN 2013:

*Acronyms in fiscal and economic reforms: GAAR, GST, STT

* Disinvestment and IPOs: BSE listing could be key

* FIIs vs DIIs: As FII positions become overweight, lack of DII buying would spell trouble

* Valuations and earnings: Not far from historic averages of 15-16 times; earnings to grow 9-10 percent

* Cyclicals to overtake defensives and interest rate-sensitives? Watch global economy, domestic consumer

TOP FIVE THEMES FOR INDIAN DEBT IN 2013:

* Bull-steepening potential on RBI rate cuts

* Call rates to stay above repo rate, OIS inverted in continued liquidity squeeze

* With CRR at near historic lows, OMOs may remain liquidity tool

* Fiscal, economic reforms may be undone by populist 2013/14 budget

* Bond market reforms: withholding taxes, FII limits will be key

TOP FIVE THEMES FOR INDIAN FX IN 2013:

* RBI's interest rate cuts may support

* RBI FX reserves at 6-7 months' import cover

* Global risk and outlook for euro, dollar

* Current account deficit/balance of payments: structural or cyclical?

* FII flows: strong stock buying in 2012 sets up prospect of falling inflows

(Reporting by Rafael Nam)
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