Industrial Gases Sector Might Be a Good Way to Play Inflation and the Rejig of Supply Chains
Take or pay contracts, inflation based price adjustments, and excellent industry consolidation, makes industrial gases sector a great way to play...
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Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
591 Views
Value Remains Leadership; Actionable Ideas: Energy, Financials, Industrials, and Materials
We are sticking with Sectors and stocks that have remained technically sound throughout this correction, not on areas that are just now spiking...
506 Views
Encouraging Signs -Observations from a Road Trip to Steel Country Side.
There is so much of negative news emanating from India as of late regarding the slowdown in the economy, most macro numbers have worsened, fiscal...
292 Views
Linde India (LINDEINDIA IN): High-Quality Compounder Riding India’s Industrial and Steel Growth
​Linde India to double gas capacity for Tata Steel, FY25 PAT up 5% despite revenue dip, justified high P/E ratio with long-term contracts.
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