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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India Top Shorts | Pricing Power Illusions in a Slowing Regime
​Indian equities face earnings risk due to deteriorating pricing power, mix strength, and volume assumptions, leading to potential estimate cuts...
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Decoding Asian Paints Execution Supremacy Amidst New Competition
​Asian Paints achieves 7-quarter high with 10.9% volume growth, signaling stable consumer demand and premium valuation potential.
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Groww IPO Trading - Decent Overall Demand
Groww raised around US$747m in its India IPO. In this note, we will talk about the subscription demand and the trading dynamics.
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