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Research and Analysis
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Bose's 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. She followed companies in
India, China, Korea, Taiwan, Indonesia, and Thailand,
headed an Indian equity research group, and been responsible for
Indian strategy and developing a view of the market.
She tracked several major sectors.
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Individual Reports on Various Asian Companies
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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
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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
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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.
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