India Centric Independent Investment Research
Investment Ideas

These reports are the core to our research. These are based on the principles of fundamental research and contain detailed analysis of the companies we cover. A sample report can be downloaded from the following archive. These links will open in a new browser window. 

        1. Ballarpur Industries: Initiating Coverage, March 31, 2010

Market Insight

Market insight is periodic commentary on Indian equity market. Written in interactive way, these are designed for sophisticated individual and institutional investors.
India Equity Strategy 2010: Domestic fundamentals to improve; cautious due to rich valuations 
May 2009: Favorable election outcome may lead long term bull market in Indian Equities  
        3. January 2009: Gold and oil to outperform all asset classes  
October 2008: Outlook neutral, bottom up approach preferred    
September 2008: Equities to continue underperforming; anticipating decline in Indian corporate performance  
June 2008: Higher oil prices to trigger fall in Indian Rupee; equities to decline further   
February 2008: Decoupling a myth; downtrend to continue    
November 2007: Global economy may lead bear phase