Kotak reports on Marico, Tata Motors, Strategy, Economy:: PDF links

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Strategy
Strategy: Earnings revisions challenge the longevity of 'defensives-to-cyclical'
bet


Change in Reco
Marico: Pricing power and inexpensive relative valuations lend comfort; BUY

Company alerts
Tata Motors: Signs of a CV turnaround visible

Economy alerts
Economy: No surprises for 2HFY15 borrowings calendar
Economy: Stable at BBB- with hopes pinned on new government


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LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily29092014vp.pdf