Notes on Indian equities, sectors and economy

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.


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