Primer: SRF Ltd (SRF IN) - Aug 2026
SRF is a diversified chemical conglomerate with market-leading positions in Technical Textiles, Chemicals (Fluorochemicals and Specialty...
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The "Mother of All Deals": India-EU FTA as a Structural Alpha Trigger
​India signs game-changing FTA with EU, boosting key industries like textiles and auto components while facing challenges of non-tariff barriers...
259 Views
The Beat Ideas: Kama Holdings- A Growing Player at Deep Discount
An Interesting Deep Value Holding Company: ​Kama Holdings trades at an 80% discount to its NAV, with potential for price to double if discount...
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HoldCo Monthly (September 2026): Where’s the Discount?
Insight details about the monthly changes in the holding company discount in India - Reasons for change in the discount if any and where the most...
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China’s Supply Chain Squeeze: Mapping India’s Opportunity Across Four Critical Sectors
​China's rare earth curbs boost India's role in specialty chemicals, pharma, solar, and EV components. Indian firms secure contracts with policy...
139 Views