Thematic Report- Indian Power at Peak: Value Chain Stocks
Real-time market power volumes surged by 20% in June, highlighting the need for immediate power delivery. This is creating opportunities across...
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Smartkarma Originals
India Industrials | Riding the Tailwind
India's strong growth projections require deeper analysis. The industrials sector plays a critical role. ABB IN and POLYCAB IN are compelling,...
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Schneider Electric Infra Ltd (SEIL)- Forensic Analysis
Forensics do indicate concerns on aspects such as borrowing rates, inventory verification, contingent liability, etc. including few governance woes.
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India Channel Insight #48 | SKF, Schaeffler, Schneider
This channel insight outlines our interactions with distributors of SKF India Ltd, Schaeffler India and Schneider Electric Infrastructure.
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General Electric (GE US )- 25% Downside and Perhaps a Single Digit Stock Price in Its Future?
Dismal Stock Performance in 2017 and Since 2012General Electric Co (GE US) (“GE” or “company”) had a terrible 2017, with the stock providing a...
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