Economics & Strategy: Portfolio Strategy - Third
Sanjeev Prasad, described by one portfolio manager as “a workhorse who digs deep,” claims the third tier.
Sanjeev Prasad Kotak Securities
Sanjeev Prasad, described by one portfolio manager as “a workhorse who digs deep,” claims the third tier. In a series of reports beginning in June 2010, the Kotak Securities strategist pounded the table on the information technology sector, citing surging global demand for outsourcing services and predicting that IT companies would deliver year-over-year revenue growth of 20 to 25 percent on average. In the 12 months through May, the sector rose 15.7 percent, outpacing India’s broad market by 9.5 percentage points. “Sanjeev runs his model portfolio like an actual portfolio and identifies moneymaking opportunities,” cheers one advocate.