https://www.alphainvesco.com/blog/wp-content/uploads/2019/01/coal-2.jpg 440 660 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2019-01-23 12:31:342019-01-23 17:44:44Coal India - Can It Step Up The Production & Plug The Hole In India's Import Bill ?
Coal India is the largest coal manufacturer in the world with total production of 567 MT in FY2018. Coal India produces 84% of the coal produced in India with a market share of 60% to 65%. The estimated geological resource of India coal stood at ~315 Billion tons as of 1st April 2017. Coal India has total coal reserves of ~88.4 Billion tons (68.6 BT resources + 19.8 BT reserves) as of 1st April 2013. Coal India operates 369 mines via 8 coal producing subsidiaries.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/01/Sanjeev-Sanyal.jpg 400 400 Shuchi Nahar https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Shuchi Nahar2019-01-16 10:03:482019-01-17 13:07:51Building a Rule-based Economy For 2019 & Beyond. Expect Major Overhaul If Present Government Comes Back To Power - Sanjeev Sanyal
By early 1990s, it was high time to open up the economy. In the regime of Prime Minister Narsimha Rao and Manmohan Singh, the Indian economy started to open up and was amongst the fast growing countries. It was after hundreds of years that India’s share in Global economy started to rise!
https://www.alphainvesco.com/blog/wp-content/uploads/2019/01/Coal-Blog-Image-1.png 507 824 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2019-01-09 11:54:382019-01-09 12:18:49Why Coal Reforms Are So Important For The Indian Economy ?
The coal mining and coal-fired thermal power generation sectors are two of the core industries and together contribute ~10% to India’s Index of Industrial Production (IIP), affirming their importance to the economy. Further, India’s logistics industry, sponge iron industry, aluminium industry among several others, as on date, depend on India’s domestic coal industry.
https://www.alphainvesco.com/blog/wp-content/uploads/2019/01/Indian-Power-Sector.jpg 164 306 Zain Iqbal https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Zain Iqbal2019-01-03 10:23:092019-01-03 17:22:18Indian Power Sector- Revival On Cards In 2019 ?
With the onset of election season in the current year plus the commitment of the government to provide electricity 24/7 to every household and the power demand rising by 6% every year, we have very few CAPEX announcements, and when all this is happening, we have over 40,000 MW of stressed power capacities either without PPAs or FSAs from coal India and also capacity without linkages to Natural gas.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/12/Featured-Image.jpg 600 800 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2018-12-26 16:08:042018-12-27 17:29:22Understanding The Indian Paper Industry : Valuations At Historical Highs
The Indian paper industry turnover is estimated to be ~Rs 50,000 crores. India accounts for ~3% of the world’s total paper production. Paper industry in India provides direct employment ~5 lakh people and ~15 lakh people indirectly.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/12/Shale-Oil.jpg 283 500 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2018-12-19 16:00:542018-12-19 17:12:21Overview Of Global Shale Oil Developments
Deposits of shale oil / gas are found around the world. US is making the most of Shale gas as they have lots of inhabited land. However, looking at success in US lots of other countries have started to explore their shale reserves. Currently China has the largest Shale reserves followed by Argentina, Algeria and United States
https://www.alphainvesco.com/blog/wp-content/uploads/2018/12/Sweden-Banking-Crisis.png 613 1080 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-12-12 19:04:282018-12-13 17:31:36Can Indian Banking Sector Rebound Like The Swedish of 1990's
In the mid-1980s, Sweden’s financial system underwent major deregulation, which made Sweden financially integrated with world financial markets. This deregulation was the main impulse behind a strong boom-bust cycle for Sweden.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/12/Indian-Pharmaceutical-Industry-The-TIde-is-Turning.jpg 175 288 Shuchi Nahar https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Shuchi Nahar2018-12-06 15:36:492018-12-06 17:17:40Indian Pharmaceutical Industry - Is The Tide Turning ?
After a bruising two years, the Indian pharmaceuticals industry appears to be set for a sharp turnaround in fiscal 2019. The projected good run is premised on a decline in regulatory alerts for larger companies as well as a bigger pipeline of high-value drugs compared with last two years.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/image.png 400 697 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-11-28 21:00:222018-11-29 12:17:58Indian Banking Sector - Some Uncommon Numbers & Ratios
This blog is in continuation to our blog series on Banking sector, where we have tried to explain the Banking sector as whole from scratch (explaining the terms and jargons) and have deep dived into how Indian Banking sector has evolved over decades. In the current blog we focus on the ‘not-so-trivial’ data points of banks, which are commonly not looked at, but are worth looking at!