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09 April 2011

top 11 picks: ULJK Mid Cap Investment Ideas

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Indian stock markets have been the second worst performing markets (YTD) globally due to inflationary concerns on the
back of rising food inflation and rising crude prices. Domestic governance issues and scams have only accentuated the
woes. The prevailing Middle East concerns, global commodity volatility and Japan calamity resulted in FIIs net outflow of
US$1700mn (YTD).
We expect Indian growth to revive in 2HCY2011 with inflation cooling off and interest rate to peak out. Hence, we recommend
few investment ideas which we believe will outperform the capital markets over next 12 months.

Click on name for detail report and target price


  1. BGR Energy Systems
  2. Federal Bank 

  3. Havells India 

  4. Indraprastha Gas

  5. IndusInd Bank

  6. Infinite Computer Solutions

  7. IRB INFRASTRUCTURE 

  8. Pratibha Industries

  9. Shriram Transport

  10. Sterlite Technologies:

  11. Yes Bank

Click on name above for detail report and target price



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