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25 March 2011

The Chosen Eight: Bottom-up investment ideas:: IIFL

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IIFL Institutional Equities, a part of the IIFL Group, one of the leading players in the Indian financial services space, has released a new report on mid-caps titled, The Chosen Eight: Bottom-up investment ideas. In an environment wrought with inflation concerns, infrastructure project delays, commodity price increases and governance issues, bottom-up stock-picking assumes increased significance.

IIFL has identified eight stocks—

  1. Amara Raja Batteries, 
  2. Bajaj Electricals, 
  3. Bajaj Finance, 
  4. Emami, 
  5. Havells India, 
  6. HT Media, 
  7. Indraprastha Gas and 
  8. Pidilite



—on the basis of their pricing power, visibility of revenues, strong management execution track record and balance-sheet strength in the face of a liquidity squeeze/hardening rates.

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