India's best equity analysts- Business News

India's best equity analysts

     Edition:July 27, 2008

Sleep doesn’t come easy if you are an analyst on Dalal Street. When hundreds of important clients with serious money are looking to you for direction in a market that often seems to have a mind of its own, the pressure to make the right calls—and typically, ahead of the curve—is intense. Yet, there are a handful of men—and a woman, this year—who manage to keep an accurate pulse on the industries and stocks they follow. We feature 11 analysts who are the favourites of fund managers for a very good reason: they are the best around.

Bhavtosh Vajpayee
Bhavtosh Vajpayee

33, Senior Investment Analyst
Research House: CLSA
Sectors: IT Services, Education and Internet

He’s a star analyst who almost didn’t become an analyst to begin with. Until 2001, Bhavtosh Vajpayee was an investment banker at JM Morgan Stanley, happy doing deals for India Inc. Then, one day, “a Bschool friend who is also currently my colleague at CLSA recommended me internally,” and that’s how Vajyapee ended up trading his suits for smart casuals. Since then, there has been no looking back for Vajpayee, an alumnus of IIT Kanpur and IIM Ahmedabad.

Vajpayee’s best call last year was the downgrade of IT services sector, a move that, he says, “was a quarter too early but eventually turned out well”. Vajpayee also took on some unique themes, such as CLSA’s “Chain Reactions” project that quantified, for the first time, the impact of the IT sector on the broader Indian economy. “There is always something new to explore, understand and communicate,” says Vajpayee, father of two, about his job.

No doubt, it’s that spirit that makes him a favourite among fund managers.

Anusha Subramanian

  • Print

Page 1 of 11 Next >  >>
A    A   A