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Shortlist Of High Conviction Ideas Across China, Japan, India - November 2025
539 Views28 Nov 2025 14:02
Selection of top companies in Japan, China, and India based on bottom-up triggers, including Haier Smart Home, Midea Group, Yadea Group, Suzuki Motor, ROHM Co, Mahindra & Mahindra, and Ashok Leyland.
What is covered in the Full Insight:
- Introduction
- Top Picks in China
- Top Picks in Japan
- Top Picks in India
- Concluding Insights
Boomeranged on Tue, 2 Dec 2025 08:19
Mahindra and Mahindra continued with its strong sales momentum in November -
1)Within auto it achieved SUV sales of 56,336 units, a growth of 22%.Total vehicle sales grew 19% YoY.
2)Farm Equipment Business sold 42,273 Tractors in India registering strong growth of 33%.
3) Trucks & Buses Business segment registered 57% growth. We continue to like M&M given the strong outlook across segments.
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