In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
Over the last decade, the Indian chemical industry has distinguished itself as a global leader in terms of growth and creating shareholder value. The chemical ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
The government announced Production Linked Incentive (PLI) scheme this month, this was in addition to the same scheme announced earlier this year. PLI scheme ...