Portfolio Strategy

Lot of consolidation happening in cement industry at a faster pace: HM Bangur, Shree Cement

by
Lot of consolidation happening in cement industry at a faster pace: HM Bangur, Shree Cement

“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

Focus on bottom-up approach for superior portfolio returns

by
Focus on bottom-up approach for superior portfolio returns

Domestic equities have recovered c.12-13% from the March ’22 low, supported by receding global geopolitical issues, the cooling off of crude oil prices from highs and softening of FPI outflows corroborated by inflows from Domestic Institutions. The focus is likely to shift to the upcoming Q4 FY22 earnings season and how domestic demand trends shape … Read more