09 January 2015

Strategy: Smart beta - divergence between growth and value to narrow in 2015 ::Kotak Sec,

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Strategy: Smart beta - divergence between growth and value to narrow in
2015
 The growth-value conundrum - performance divergence may not continue
for too long
 Investment style guide - profitability and value outperform in the correction
 Smart beta - optimized portfolio breaks the 2HCY14 losing streak in
December 2014
 Optimized CNX Nifty January portfolio - adding on materials and energy by
reducing financials


LINK
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily07012015aw.pdf

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