Kotak reports: Banks, IT, Economy:: PDF link

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Sector alerts
Banks/Financial Institutions: 2QFY15E preview - base supports earnings
growth for banks
Banks/Financial Institutions: A breather on LCR
Banks/Financial Institutions: Correcting the concentrated risk
Technology: 2QFY15E preview - stable outlook; focus on hiring, IT spends


Economy alerts
Economy: Bracing for a prolonged pause

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LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily01102014dp.pdf