Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
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ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. Â I discuss Long Term trends...
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Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows
Ambuja Cement, ACC and Orient Cement are merging to create a pan-India cement giant. The merger should complete within 12 months and there will be...
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AMFI Stock Reclassification Preview (Dec 2025): New Listings and REIT Inclusion Drive Changes
36 stocks could see size reclassification in Jan. 12 new stocks could be added to Large and Mid-cap. REITs will be added to the AMFI classification...
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