One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
222 Views
Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
231 Views
Risk on Maturing in March
Our March risk on rally cycle remains intact but maturing with a concentration in our copper/energy theme. Emerging markets are our perform bet...
213 Views
The Rise of Asia: India and Indonesia's Shared Challenges and Opportunities.
The discourse on Asia’s “rise” is dominated by China and India, countries whose vast populations and buoyant economies have captured the...
303 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...
307 Views