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
Aequitas: BCCL Ltd IPO Trading - Robust Demand for First IPO of 2026
Bharat Coking Coal Ltd raised around US$119m in its all-secondary India IPO. In this note, we talk about the demand and the trading dynamics.
246 Views
Vedanta's Radical Split: 6 New Titans for a Post-Demerger World
​Vedanta Ltd (VEDL IN) to split into 5 independent listed entities, streamlining operations, improving focus, and unlocking shareholder value.
722 Views
Korea Zinc – 3Q25 Review, TC/RC Upcycle, Rare-Metals Leverage & Governance Outlook
​3Q25 shows strong earnings growth with record revenue and net profit above ₩250 bn, driven by TC/RC recovery and rare-metals strength, leading to...
550 Views