Expect MSCI India to climb 25% in 2012: RBS

Here are experts equity calls for the day on how the markets are expected to trade:

Parul Saini, RBS: We expect MSCI India to climb 25% in 2012 as valuations are supportive, and the macro environment seems to be troughing out. We expect 16% EPS growth for MSCI India in FY13. Key downside risks include a significant and sustained spike in oil prices and a deterioration in the political and policy environment post the state elections in March.

Abhay Laijawala, Deutsche Equities: We remain constructive on India for 2012, but believe that visibility of turnaround will become clearer only by March elections. Govt also gets a 20-month election free window post UP polls to address many long pending reforms like GST, direct tax code, expansion of service tax base etc. Our December Sensex target is at 18000, implying 14% upside.