Asian Equities: Model Portfolio Outperformed Marginally; Focus More on Indian Industrials
Since last reshuffle Portfolio is up 1.18% vs MXASJ's 0.92%. Since inception it's up 44.9% vs MXASJ's 45.8%. Excluded Reliance Ind, included...
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Primer: Hitachi Energy India (POWERIND IN) - Aug 2026
Dominant Player in a High-Growth Sector: Hitachi Energy India is a key enabler of India's energy transition, strategically positioned to...
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India's Chinese Equipment Reset: A Turning Point for India's Power T&D Industry
India allows China-origin power equipment companies to bid for government tenders for two years, boosting grid capex amid rising competition in...
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Strong Order Books, Squeezed Margins: What India's Transformer Industry Is Actually Saying?
Record backlogs. Collapsing margins. Five cost shocks hitting India's transformer sector at once and one backward integration race that decides...
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Industrials (Q4FY26 Results Preview): Domestic recovery, geopolitical headwinds
NHAI awarding picks up pace, but subpar: In FY26, we saw some pick-up in awards but much lower than expectation at ~2,100km vs 4,500km target
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