BHEL, Banks, Strategy :: Kotak Sec,

Company
Bharat Heavy Electricals: System healthier; long wait for big fresh capacity to
be conceptualized
Sector
Banks/Financial Institutions: SEB restructuring: Implementation crucial
Strategy
Strategy: Lest we forget

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Kotak report link:
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily25092012jd.pdf