India 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…
Read articleGuargum Industry – Fracking Essential
In this report, we examine the global Guargum industry. India is the largest producer of Guarseed in the world due to its unique climatic advantages, representing roughly 90% of global production. Guargum powder, a product developed after processing of seeds from the Guar plant, finds its uses in the food, textile, paper, and oil &…
Read articleIndian Basmati Rice Industry
In this report, we examine India’s Basmati1 rice industry. We outline the industry’s attributes in a global context and highlight the key variables for investment consideration in the sector. Basmati is the champagne of rice. And like champagne, it has a legally enforced regional denomination. Basmati can only be produced in India and a small…
Read articleRegulator Mandated Minimum Public Float
SPECIAL SITUATION REPORT Regulator Mandated Minimum Public Float CATALYST: MINORITY BUY IN (MBI) On June 4, 2010 the Government of India announced that publicly traded companies with majority shareholders (Promoters1) holding greater than 75% are mandated to reduce their positions below 75% before June 2013. This announcement leaves Promoters with the regulator mandated decision to…
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