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...
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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...
370 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...
434 Views
ITC Hotels Demerger: Listing Anticipation and Index Implications
​ITC Hotels demerging with ITC Ltd to create shareholder value and unlock value in hotel business, with record date set for 6-Jan-25 and possible...
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