Daily Brief Energy/Materials: Indian Energy Exchange Ltd, West China Cement and more

• IEX is a play on digital infrastructure (hedge against inflation), electricity reforms, decarbonisation and energy transition
• An opportunity that offers virtuous growth, minimalistic capital needs and presents a scalable business model (addressing INR 8trn electricity market)
• India will see an average power consumption growth of 5% over the foreseeable period. Power Exchanges should outgrow this meaningfully

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

1. China Jinmao Holdings
2. Guangzhou R&F Properties
3. Sunac China Holdings
4. Evergrande
5. Central China Real Estate

and more…