The Senior Analyst Jan. 2014 | Page 2

Contents The Pursuit of Happiness, and Freedom, and also Riches! .................. 3 The emerging era of renewed Multilateralism.................................... 6 Quantitative Easing Tapering & its impact on the Indian Economy .... 9 GST: A game changer? ...................................................................... 12 Funding the Indian Infrastructure Growth ........................................ 16 Latest Investment Instruments in Infrastructure .............................. 19 New Indian Way – Disinvest to Invest ............................................... 24 The Yellow Fever of CAD ................................................................... 27 Stock Recommendation Bharti Airtel ................................................ 30 Personal Interview ............................................................................ 34