Research

My experience in equity research includes years as Senior Equities Analyst, Paribas and Vice President and Senior Analyst, Merrill Lynch, Singapore.

Clients included fund managers based in the US, London, Edinburgh, Paris, Milan, as well as in Asia. I followed companies in India, China, Korea, Taiwan, Indonesia, and Thailand (tracking several major sectors), headed an Indian equity research group, and was responsible for Indian strategy and developing a view of the market.

Ranked in Reuters “Emerging Markets” Polls as Chemicals Analyst
Ranked in Reuters “Hong Kong/China” Polls as Chemicals Analyst
Ranked in Reuters “Emerging Markets” Poll as Oil Analyst
Ranked in “Region’s Best Analysts” Asiamoney.

Equity research published by Paribas and Merrill Lynch includes:

– Consumer Goods in India: Rapid Growth in a Small Market
– Indian Pharmaceuticals: Half Empty, Half Full
– Indonesian Pharmaceuticals
– Asian Polyester: More Upside!
– Asian Petrochemicals: Hurry Up Please, It’s Time
– Asian Petrochemicals: Paradigm Shift: Eyeing the next Peak

Reports on Various Asian Companies

China: Beijing Yanhua, Shanghai Petrochemicals, Jilin Hongyuan Oil, Yizheng Chemical Fibre

India:
Reliance Industries, IPCL, (Chemicals)
Dr Reddy’s Laboratories, Ranbaxy (Pharmaceuticals)
BSES (Electric Supply)
Ballarpur Industries (Paper, chemicals)
SAIL, Essar Steel (Steel)
JCT Ltd (Textiles)
ICICI, HDFC (Finance)

Indonesia: Tri Polyta (Petrochemicals)

Korea: Honam Petrochemicals, Hanwha Chemicals, LG Chemicals

Taiwan: Far Eastern Textiles (Petrochemicals, cellular phones), USI Far East, Shinkong Fibres