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Elections 2009
Decisive verdict, best case scenario comes true

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Budget FY10
Budget Blues and Beyond


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India EcoTrix – Feb ‘09
Theme: Beyond Deflation. Fear Price Volatility.

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Indian Auto Sector
Quality Survivors: Buy Hero Honda,
Bajaj Auto and Maruti Sukuki.

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India Banks
Environment to get tougher, focus on value

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India Capital Goods
Business resilience is key. Hold BHEL, L&T

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India Cement Sector
Downhill slide to continue, trough in FY10

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India Consumer Sector
Defensive appeal, at a premium


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India EcoTrix – April ‘09
Indian elections: Beyond the fractured mandate

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India EquiLogic
1Q Preview – Earnings bottom is here, but not upgrades

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India IT Services
Macro meltdown blues; Initiate at Underweight; Sell INFY

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Indian Monsoons
Raining on a damp economic forecast

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India Non Ferrous Metals
Riding the trough; Buy Sterlite, Hindustan Zinc

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India Oil & Gas
E&P the most attractive segment, despite low oil prices

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India Oil & Gas
Deregulation – Many a slip…


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India Wireless
Referee playing spoilsport, but the game ain’t over yet

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