What You Might Have Missed but Should Not on China's Supply-Side Reform
We have quite a few market surprises this year, especially from China, not to mention those from Middle East. Here I would like to mention a very...
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China Hengshi IPO - Too Many Related Party Transactions to Even Bother About the Underlying Business
China Hengshi Foundation Company Limited (Hengshi) plans to raise US$58-84m by selling new shares. Ordinarily we don't write on such deals, owing...
374 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. I discuss Long Term trends...
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