U.S. Steel Makers to Benefit From Trump Stimulus but Market Draws Long Bow With Optimism for Miners
After an initial tantrum, the market is now upbeat at the prospect of a Trump presidency, particularly for commodities and commodity producers....
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Event Update: Grasim/AB Nuvo Merger
We wrote a report on the Grasim and AB Nuvo merger on 27th September 2016 where we stated that post the correction in the price of the two...
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Aditya Nuvo / Grasim - A Merger of Holdcos
On 11 August 2016, Grasim Industries announced that the Board of Directors of Grasim, Aditya Birla Nuvo and Aditya Birla Financial Services had...
505 Views
Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)
The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...
196 Views
Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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