The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
405 Views
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...
519 Views
MS-India Index Earning Revision (Feb): Mahindra & Mahindra, Indian Oil, LTIMindtree
We analyzed MS-India's consensus for Feb 2026 and highlighted changes of EPS in Mahindra & Mahindra, Indian Oil, LTIMindtree, Jindal Steel & Power,...
344 Views
NIFTY Index Earning Revision (Feb): Coal India, Max Healthcare Institute, HDFC Bank
We analyzed NIFTY's consensus for Feb 2026 and highlighted changes of EPS in Coal India (COAL IN), Max Healthcare Institute (MAXHEALT IN), HDFC...
467 Views
MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal
We analyzed MS-India's consensus for Jan 2026 and highlighted changes of EPS in HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal, Bharat...
188 Views