Global Materials | Industrials | Commodities

Rahul Jain

Over 20 years of sell-side research experience across Global Metals & Mining, Cement, Industrials, and Commodities. Extensive first-hand mine and plant visits spanning India, Australia, China, the US, and the UK.
Hundreds of buy-side engagements across major global financial hubs in Asia, North America, and Europe. Also led a comprehensive client tour of China to deepen industry understanding.

Focused on fundamentals-driven analysis including earnings modeling, cost structures, and valuations using DCF and relative multiples. Global commodity cycles, supply-demand trends, and macro factors are integrated into sector calls. Research prioritizes inflection points from price, cost, and policy shifts, using a disciplined bottom-up approach supported by top-down macro screening.

Thematic (Sector/Industry)

Czech republic Financials / Thematic (Sector/Industry)

<ul>
<li>Traveled across Berlin, Prague, Mykonos, and Athens, experiencing the contrast of Germany’s modernity, Prague’s historic charm, and Greece’s mix of island leisure with urban revival.</li>
<li>Tourism is booming in both the Czech Republic and Greece, with record visitor numbers driving economic confidence, hotel expansion, and rising foreign investment into related industries.</li>
<li>Equity markets in the Czech Republic and Greece have been among the world’s best performers, fueled by strong banks, reforms, dividend payouts, and surging investor inflows.</li>
</ul>


Traveled across Berlin, Prague, Mykonos, and Athens, experiencing the contrast of Germany’s modernity, Prague’s historic charm, and Greece’s mix of island leisure with urban revival.
Tourism is booming in both the Czech Republic and Greece, with record visitor numbers driving economic confidence, hotel expansion, and rising foreign investment into related industries.
Equity markets in the Czech Republic and Greece have been among the world’s best performers, fueled by strong banks, reforms, dividend payouts, and surging investor inflows.


ヨーロッパ旅行のまとめ（話題外）