basket from the Asia region on expectations of 2013 EPS (earnings per share) growth of 17% and 65% respectively.
It also included Infosys in its list of cyclical laggards that have attractive growth and valuation parameters.
It picked Tata Motors, Sterlite and Hindalco as part of its its top-down stock ideas, that involves choosing stocks based on their macro affinities as well as their micro characteristics in terms of earnings, valuation and technical indicators.
Stocks More on Tata Motors Ltd
Company INFO More on Hindalco Industries