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!
https://www.alphainvesco.com/blog/wp-content/uploads/2018/10/Filter-Coffee.jpg 600 600 Zain Iqbal https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Zain Iqbal2018-10-31 10:59:242018-11-20 15:52:28A Brief Overview Of Global & Indian Coffee Sector
Coffee is produced in approximately 70 countries, but the world’s largest coffee producer by far is Brazil. This makes the price of coffee sensitive to weather conditions in Brazil. The countries of west Africa and Vietnam produce mostly Robusta coffee.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/10/Indian_Tyre_Industry.jpg 683 1024 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2018-10-23 16:06:542018-11-20 15:50:44Understanding The Indian Tyre Industry, Key Players & The Road Ahead
The Indian Tyre Industry is an integral part of the Auto Sector - It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/09/rajan-1.jpg 440 660 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-09-11 18:57:442018-11-23 15:41:54Highlights From Raghuram Rajan's Letter To Parliamentary Committee
There is just no reason for media to sensationalize the letter. Mr. Rajan has put the hard facts out there & helps us to understand the extent of rot in the PSU banking system.