India report for Sep 10 :: Kotak Sec, PDF link

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Strategy
Strategy: 2016 in, 2017 too far off
Strategy: August fund flows: sturdy trend sustains

Change in Reco
Mahindra & Mahindra: Competitive positioning weakens in the automotive
segment

Sector
Metals & Mining: Zinc deficit - improving fundamentals can support prices


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LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily10092014zp.pdf