Equity L/S Analyst | Forensic Accounting | India, Yellowstone Equity

Ankit Agrawal, CFA

I possess investment research experience across asset classes and geographies, acquired at Investcorp (New York) and Howe & Rusling (Rochester). At Investcorp, an alternative asset manager, I was part of an investment team managing >$1bn in discretionary client assets. I was also a member of investment recommendation, monitoring, cross-asset strategy and macro outlook committees that met periodically for investment decisions and top-down views. At Howe & Rusling, a long-only asset manager, I helped cover US large-cap equity investments across sectors for growth and income focused portfolios as well as assisted in managing a US small-cap growth focused equity portfolio. I possess an MBA in finance and corporate accounting from University of Rochester in US, a CFA Charter, and an Engineering degree from Indian Institute of Technology Bombay in India.  

My current focus is L/S equity fundamental research across market cap and sectors with an eye on corporate governance and forensic accounting. I am currently based in India and my current coverage universe is biased towards India.

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Regulatory Disclosure: Note that Ankit Agrawal (Proprietor of Yellowstone Equity) is a SEBI registered Research Analyst (Registration No.: INH000007216). Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Research Analyst Contact Details -
Address: 5184, Dolatganj Bajar, Ankit Hospital, Dahod (Gujarat) - 389151 |
Email: services@yellowstoneequity.com |
Mobile: +91-7575817289

Compliance/Grievance Officer -
Name: Ankit Agrawal |
Email: services@yellowstoneequity.com |
Mobile: +91-7575817289
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Equity L/S Analyst | Forensic Accounting | India

India: Defense Privatization | AK-203 Rifle Completely Indigenized

India: Defense Privatization | Nod to Transfer Missile Technology to Private Firms

India: Defense Privatization | Private Players Awarded Key Projects

Creating Wealth through Alpha and Compounding

Yellowstone Equity

Providing unbiased and independent research on Indian equities to global institutions and individual investors


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Regulatory Disclosure: 
Note that Ankit Agrawal (Proprietor of Yellowstone Equity) is a SEBI registered Research Analyst (Registration No.: INH000007216). Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Research Analyst Contact Details:
Address: A-412, Shilp Aaron, Sindhu Bhavan Road, Ahmedabad, Gujarat - 380059
Email: services@yellowstoneequity.com
Mobile: +91-7575817289

Compliance/Grievance Officer:
Name: Ankit Agrawal
Email: services@yellowstoneequity.com
Mobile: +91-7575817289
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Thematic (Sector/Industry)

India Aerospace and defense / Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries</a> announced strategic intent to partner with <a href="https://www.smartkarma.com/entities/rolls-royce-holdings-plc" target="_blank" data-smartkarma-citation="entities:22121:1" rel="noopener">Rolls-Royce</a>  to design, develop, and manufacture an indigenous combat engine for the Advanced Medium Combat Aircraft (AMCA) program.  </li>
<li>In our last note, we had highlighted how the AMCA program is slated to be won by private-player led consortiums involving heavyweights like L&amp;T, Tata and Kalyani Group (Bharat Forge).</li>
<li>Now the heaviest and the biggest of all private players, Reliance Industries, has stepped in and is targeting combat engines which is among the most closely guarded technologies globally.</li>
</ul>



Reliance Industries announced strategic intent to partner with Rolls-Royce  to design, develop, and manufacture an indigenous combat engine for the Advanced Medium Combat Aircraft (AMCA) program.  
In our last note, we had highlighted how the AMCA program is slated to be won by private-player led consortiums involving heavyweights like L&amp;T, Tata and Kalyani Group (Bharat Forge).
Now the heaviest and the biggest of all private players, Reliance Industries, has stepped in and is targeting combat engines which is among the most closely guarded technologies globally.


India: Defense Privatization | Yet Another Leap Forward