Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
419 Views
Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
391 Views
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. I discuss Long Term trends...
519 Views
Tata Steel: Strong India Momentum Provides Cushion as Carbon Costs and CCI Scrutiny Build
Record Indian volumes and safeguard duties strengthen earnings visibility, while CBAM costs and cartel reviews introduce manageable, time-bound...
461 Views