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Sellside Research

Kotak Report on Mercator

This report is for informational purposes only.Not a recommendation to buy or sell.

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Quotes

What was that again?

Whenever the Indian market has hit the current level of valuations over the past decade, it has usually delivered positive returns on a six to 12 month basis, despite valuations continuing to slide from the levels that we see currently,” analysts at Mumbai-based Ambit Capital Pvt. wrote in a research note last week.

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Cartoon

Cartoon by Sudhir Tailang:Yeddy’s gift to Gaddy

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Links

Linkfest:July 03, 2012

Some stuff I am reading today morning:

Early days to call sugar sweet (Mint)

How Manila trumped India in the voice BPO industry (BS)

Top investor error:You are your own enemy (BigPicture)

Correlation as a sentiment guage (Barrons)

UBS:The top 14 stocks in America (Moneygame)

On the corrosion of moral leadership (Psy Fi)

Bollywood Gossip of the week (RajeevMasand)