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02 Apr 2025 10:48
#130 India Insight: Textile Aims $100B Exports, Wind Energy Hits 48.5 GW, Data Centers Reach $10B
Kaynes Technology India to deliver India's first packaged semiconductor chips by July 2025 with multi-year deal; Bank of America expects RBI to...
Sudarshan Bhandari
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bearish
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02 Apr 2025 10:29
₹4.02 Lakh Crore IPO Lock-In Expiry Wave in H1 2025 in Indian Markets
By June 2025, INR 4.02 trillion worth of shares from 73 IPOs will become tradeable, potentially causing short-term price corrections and increased...
Sudarshan Bhandari
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Thematic (Sector/Industry)
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02 Apr 2025 03:30
Thematic Report: Cooling India- Indian Air Conditioner (AC) Industry
India's RAC market faces compressor supply shortage and import delays, but long-term growth potential remains strong with PLI-driven localization.
Nimish Maheshwari
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Cross Asset Strategy
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01 Apr 2025 09:23
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
Angus Mackintosh
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Thematic (Sector/Industry)
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01 Apr 2025 03:30
₹22,919 Cr PLI for Components: A Game-Changer Bet to Deepen Electronics Value Chain
India's INR 22,919 crore PLI scheme for electronic components boosts localization, import substitution, and high-value manufacturing, benefiting...
Nimish Maheshwari
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