I got this list forwarded by someone and the write ups. Its a list of analysts who have been rated by Business Today (based on inputs from various fund managers) as the top ones in India today. They are believed to have a hand on the pulse of the stock market and the various companies.Personally, I am not an industry or company type of guy - because then you are stuck. What you need to understand is the economy and which will be the best stock going forward given its price. Do you agree with list, btw? Have you interacted with any?Bhavtosh Vajpayee
33, Senior Investment AnalystResearch House: CLSA
Sectors: IT Services, Education and InternetHe'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.Jagdishwar Toppo
38/ AnalystResearch House: Enam Securities
Sectors: Metals and CementIn February this year, Jagdishwar Toppo tore through 1,500 km of southern India in just four days. No, the 38-yearold wasn't doing a cross-country rally, rather he was trying to figure out how cement capacities were shaping up. To his surprise, most of the new capacity was behind schedule. That led him to conclude that till the end of March 2010, demand for cement will continue to outstrip supply.Sure, Toppo, who also visits China at least once every year to get a bottom-up view of the global metals industry, had to put up with bad roads, poor infrastructure and unhygienic food, but his unorthodox research technique has huge pay-offs. "The management of a company may say good things, but to know the ground realities, I travel to their plants and meet industry people," says Toppo, who was in BT's Best Analysts list in 2005 as well.Yet, even Toppo's best efforts can be tripped up by powers that be. Take, for instance, his positive call on the cement industry. Soon after he advised his clients to buy cement stocks, the government cracked the whip on manufacturers, putting a ban on cement exports and asking them to rein in prices within the country. But for Toppo, who received his MBA from IIM Calcutta in 1994, such surprises are nothing new. In the 10 years that he has been with Enam, he has seen and lived through highs and lows of the metals and cement industries.Now, Toppo is scouting for the next big thing. One such sector that he has zeroed in on is fertilisers. In fact, a report he wrote on the sector last year ended up putting most of the sector stocks on fire. "There is going to be a boom in agriculture, besides which new gas (from Reliance Industries) is coming in; this bodes well for fertiliser companies," he says. However, Toppo was surprised that many of the fertiliser stocks moved far ahead of his price targets. "(But) you have to trust the market," he says.Even in these times, it's hard to disagree with that.
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