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. HeidelbergCement India Limited: Initiating Coverage, September 29, 2010

Market Insight

Market insight is periodic commentary on Indian equity market. Written in an interactive way, these are designed for sophisticated individual and institutional investors. 

1. India Equity Strategy 2010: Domestic fundamentals to improve; cautious due to rich valuations 

2. 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  

4. October 2008: Outlook neutral, bottom up approach preferred    

5. September 2008: Equities to continue underperforming; anticipating decline in Indian corporate performance  

6. June 2008: Higher oil prices to trigger fall in Indian Rupee; equities to decline further   

7. February 2008: Decoupling a myth; downtrend to continue    

8. November 2007: Global economy may lead bear phase