This is not a hope rally, but one based on change in fundamentals

R Venkatraman, Managing Director of India Infoline Ltd is of the belief that if election results are good and give way to a stable Government which takes pro-active measures to kick-start the economy then we are in the beginning of a big bull market. However, given the risk of building positions based on this expectation, he advises retail investors not to get swayed by extreme pessimism or optimism.