Notes on Indian equities, sectors and economy

  • Enter your email address to subscribe to this blog and receive notifications of new posts by email.

    Join 92 other followers

  • Top Posts & Pages

Scope for mid & small cap research

Posted by fairval on November 25, 2007

A chart from a Kotak presentaion of Nov’07 shows their retail arm tracks 155companies (insti arm tracks 110).

Last week there was a news item which said the number of companies with a billion dollar market cap exceeeded 200. This means even some fairly large companies are not being covered.

There is clearly a scope for outfits which track emerging stars of tomorrow, perhaps via a bottom up approach. A top down approach may not be feasible or advisable if you want to track a large set of companies.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: