Indian Mid Cap Research

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Events/Calendar

Coming Soon

Recent Conference Calls

18 Feb 2010: Indian banks: fighting for CASA, grappling with the RBI’s new base rate regime.

Click here to listen to the call

Click here for a transcript

24 Feb 2010: Wind Power : conference call with experts.

Click here for the transcript

Publications

Silver Bullets 2010

Quarterly amalgamation of our analysts' highest conviction calls

Quarter 3 2010

Quarter 2 2010
Quarter 1 2010

Equity Overview
Scott Evans' monthly rant

Who do we blame?... June 2010
In the lap of the gods... May 2010
A good hanging... March 2010
A view from BRIC lane... Feb 2010
Smaller Co's to outperform... Jan 2010
Goodbye Dubai; Hello CoCo. Dec 2009
Setting the scene...Nov 2009

Indian infrastructure: going beyond the soundbytes

An Execution Noble - City of London position paper 25.03.2010
Click here to download.

Click here for more infrastructure research