UBS Securities on Indian Markets: The Markets may probably be nervous till around Budget. Too much importance is attached to the budget as a signaling mechanism. I don’t think the budget is that important but the market still believes so. Investors are nervous and the nervousness will continue until late February. Post the budget, hopefully, people have lesser things to worry about.2011 is going to be a year of buying opportunity, especially, the first half. At 19000 or 18000 index, you want to be more focused on stocks and sectors as opposed to just buying the market as such.I am not surprised at the fall. Though we didn’t model a big correction, we have had a decent one. I am still optimistic and don’t think anything is wrong with the Indian economic growth story or the corporate earnings story.