“I personally feel that given the level of monetary policy action that the RBI gave, had it not been for this geopolitical issue, my sense is that the markets would have probably broken out on the upside because it is a fairly strong monetary stimulus that you have given to the economy. Unfortunately, it all … Read more
Hiren Ved, Director & CIO, Alchemy Capital, says EMS is a rapidly growing field, reminiscent of the boom in IT services, with many companies thriving on abundant opportunities. In manufacturing, Dixon leads with a $2 billion valuation in the $70-80 billion power T&D and electronic manufacturing market, suggesting potential for several firms to reach $4-6 … Read more
“One thing you will notice that in India no cement company has ever given any loss to the bank, no haircut. All cement companies have gone at a higher rate than what their debt was. So, it is a very clear that cement buyers are there quite a lot,” says HM Bangur, Chairman, Shree Cement.What … Read more