Reports on India Strategy; Banks; NBFCs :: Kotak Sec (PDF link)

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http://www.kotaksecurities.com/pdf/indiadaily/indiadaily22022012.pdf


Strategy
Strategy: KS-Ownership Navigator December 2011 quarter changes (qoq)

Sector

Banks/Financial Institutions: Positive at the margin
NBFCs: PSL sell-down here to stay, cap on outsourcing negative