India Equity Opportunities
INDIAN EQUITY OPPORTUNITIES This report examines the Indian equity markets, their structure, constituents and metrics over time. There are approximately 4,147 actively traded companies in India, offering a sizeable group of businesses for superior stock selection. India has a deeply rooted equity culture dating to the period of British rule. The Bombay Stock exchange (BSE),…
Read articleWIPRO’s Corporate Governance
WIPRO Limited (WIT ADR – $9.60 – NYSE) Stellar returns – So why this? WIPRO Ltd announced the much-anticipated spin off of their non-IT segment (to be known as Wipro Enterprise limited (WEL)) on October 31, 2012. The post spin off WIPRO (W) would now exclusively be an IT company. While we applaud the action…
Read articleIndia’s Gems And Jewelry Industry
In this report, we study the investment dynamics of the gems and jewelry industry. There are approximately 2,300 publicly traded gems and jewelry companies globally (this includes miners, processors and retailers). There are 45 publicly traded gems and jewelry companies in India, the majority of which are jewelry retailers. Collectively, the total market capitalisation of…
Read articleJute Industry
In this report, we study the global jute industry. The size of the global jute industry is ~USD 1.75 billion, of which India accounts for ~USD 1.25 billion or 70% of jute produced. Globally there are 12 publicly traded companies engaged in the jute business of which 5 disclose segmental information on contribution from jute.…
Read articleIndia Equity Opportunities
INDIAN EQUITY OPPORTUNITIES This report examines the Indian equity markets, their structure, constituents and metrics over time. There are approximately 4,000 actively traded companies in India, offering a sizeable group of businesses for superior stock selection. India has a deeply rooted equity culture dating to the period of British rule. The Bombay Stock exchange (BSE),…
Read articleWorld Tea Industry
In this report, we study the investment dynamics of the global tea industry. There are over 53 publicly traded tea companies worldwide, predominantly listed in the major tea producing countries India, China, Japan, Sri Lanka, Kenya and Taiwan. The total tea industry market capitalisation is ~USD 7 billion. Between 2000-10 tea consumption has grown at…
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