Indian Steels : They Are Not Special You Can Short Them Too !
Stocks/physical iron ore price/steel futures are all taking quite a bashing over the last 2 weeks. If you read my piece Steel Does the Rally End...
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Steel Does the Rally End Here ?
I have attached a few charts that are quite interesting and show steel price rise is hitting a roadblock and faces potential headwinds.Before that...
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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...
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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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