The Beat Ideas: Shivalik Rasayan: Does USFDA Approval Marks a New Growth Chapter?
​Shivalik Rasayan expands into pharmaceuticals with Medicamen Biotech acquisition and USFDA approval for new API plant, aiming for diversified...
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India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
531 Views
India: Government In "RURAL" Overdrive, Risks and the Opportunities
The Support for BJP and Modi has shrunk in Rural areasIn last three and a half years, the Narendra Modi Govt has been disciplined about spending....
319 Views
A Rural Recovery Is Underway in India, or Is It?
Recently, the consumer insights arm of WPP came out with a report suggesting a sharp pickup in FMCG sales volume in rural India in 2QFY18 We see...
304 Views
PI Industries: Strong Moat, Buy for 30% Upside
PI is India's only Custom Synthesis (CSM) player (high barrier to entry, high margins, long growth runway) and is growing order book at 6-year...
501 Views