Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Our...
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India's Rising Business Hub: Telangana
India's 29th state Telangana, was formed out of the previously existing state of Andhra Pradesh on June 2nd, 2014. It came into being after decades...
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Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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JSW : The Last Man Standing ?
Almost all Q1 results are out now and i thought i'd do a piece where I talk about how much worse things have gotten yet the street continues to...
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Global Steels Vs Indian Steels - Stark Differentials in Share Price Performance
Everyone at least in the US and worldover acknowledges the threat that Chinese steel presents. One look at the futures performance and even the...
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