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DIWALI SPECIAL

The

Your Personal Finance AdvisorFinapolisFinapolis

November 2012 `45

Textile Sector's

Winning Bets

Be Cautious With

Corporate FDs

29 Best Online

Shopping deals

33 66Interview:

Yogesh Agarwal

26

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2 The Finapolis lNOVEMBER 2012

Let The Good Times RollT

he government has begun making the right moves to pull the economy

out of the zone of pessimism it had started to slide into. If the ruling UPA

combine can stick to the roadmap it seems to have accidentally stumbled

upon, the new trading year that commences on Diwali would end up being an

extremely bright one for Indian investors. We believe the government realises

this is the last chance saloon, which is why its unlikely to give up on the reforms

push. In our cover story for the November, or the Diwali issue we look at some

of the fundamental factors at play that would help stock markets break out of

the two-steps-forward-one-backwards syndrome, and make Goddess Lakshmi

smile on retail investors. The weather Gods too have been kind. The first half of

the monsoon season was one of the driest in recent memory. Slowing growthcoupled with a drought would have been calamitous. But as Ambika TB says in

her story on the commodity sector, the copious rains in September almost wiped

off the deficit. The outlook for Kharif and Rabi crops look much healthier now.

One of the most important, and contentious reform

decisions made by the government is a further opening

up of the insurance and pension funds sector to foreign

investors. PFRDA chairman Yogesh Agarwal in an

interview to The Finapolissays it would not only give

investors some much needed choice, but also increases

chances of them getting better returns.

Indias textile industry is all set to enter a phase of hyper

growth. In a special report we look at the tremendousgrowth opportunities in the sector and pick out some

textile stocks that can offer returns as high as 25%-40%

in the next one year. Rahul Singh who examined the sector

contends that companies with strong brands in their

portfolio, and extensive retail footprint stand to gain the most.

As part of the Diwali package we have some other seasonal special stories. Our

research shows that gold as an asset class would continue to glitter given the

sluggish pace of global macroeconomic recovery. Today there are avenues such

as gold ETFs that allow investors with small corpuses to take advantage of the

bullion boom. Diwali is also the time for some heavy duty splurging. Our special

correspondent Asheesh Akkaraju (an audiophile and online shopping addict

himself) figures out for you the best music system and home theatre options

available in the market, and trawls the internet for some really great deals on

apparel and lifestyle related purchases. We know music is serious business for

the connoisseurs. Therefore, we havent even bothered with cut-price plastic

boxes whose only utility is to give the neighbours a headache. Some of them are

as expensive as Rs 100,000 but investing in good music is the noblest thing you

can do if you ask us.

Happy Diwali!

All charts and tables are sourced fromBloomberg, unless otherwise indicated.

Volume 6 Issue 8 November 2012

Published for the month of November 2012.

Total No. of pages 72 + Covers

For Editorial Queries

TR Vivek

EDITORS DIARYYour Personal Finance Advisor

Editor

TR Vivekvivek.tr@thefinapolis.com

Editorial Board

R Muralikrishnan

Swapnil Pawar

Sunil Mishra

Varun Saxena

Special Correspondent

Asheesh Akkaraju

Design & Production

Praveen AR

Vijayendra Kumar Ch

Advertising & CirculationShabna R Iyer

For Ad Sales Queries

adsales@thefinapolis.com

Printed & Published by

Mubashir Ansari

on behalf of

Karvy Consultants Limited.

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Avenue 4, Street 1, Banjara Hills

Hyderabad - 500 034. AP.

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Copyright The Finapolis. All rights reserved throughoutthe world. Reproduction in any manner is prohibited.The Finapolis does not accept responsibility for re-turning unsolicited manuscripts and photographs. Allunsolicited material should be accompanied by self ad-dressed envelopes and sufficient postage.

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4 The Finapolis lNOVEMBER 2012

CONTENTS

Cover Story

16Diwali High 5: Five reasons whythe new trading year post-Diwaliwill be profitable

46Add-To-CartAddiction: E-com-merce portals ofersome great valuebuys

24Shining Brighter:Gold is unlikely tolose its sheen. Stayinvested

66Boom Theory:Home entertain-ment systems: Thegood, the betterand the best

DIWALI

SPECIAL

Br g ter:

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5NOVEMBER 2012 lThe Finapolis

29Tailormade forGrowth: India's textilecompanies are on thecusp o a big boom

SpecialFeature

43

Stuck In Low Gear: Falling demandis hurting carmakers. A slew o newlaunches and estive season buying

hold out hope or the sector

Automotive

20Rain Gods To the Rescue: Abun-dant rainall in September andOctober made up or the deficitallaying ears o a drought

Monsoon watch Columns

28 Kiran Nanda

42 Om Ahuja

48 A N Shanbhag

70 NR Sivaswamy

50 Statistics

65 Book Review

64 Pfin Doctor

69 Tools o theTrade

26PFRDA chairman on howFDI in pension undswill give investors morechoice and better returns

IN CONVERSATION With Yogesh Agarwal