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...
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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
2026 High Conviction Idea: Tata Steel’s Raw‑Material Moat and Long‑Product Expansion
India strength, EU policy tailwinds, and valuation support converge, making Tata Steel a high-conviction bet as the steel cycle turns in 2026.
743 Views
Jain Resource Recycling Pre-IPO - Robust Growth but Inorganic Moves Lack Full Value
Jain Resource Recycling is looking to raise about US$142m in its India IPO. In this note, we take a quick look at the past performance.
527 Views
Is Vedanta Running a Ponzi Scheme? Deep Dive into Findings of Shortseller Report
Foreign short seller accuses Vedanta Group of being a Ponzi scheme, citing aggressive dividends, debt-funded activities, and stagnancy in...
678 Views