|
India Chartbook - Insights
|
30 Dec 2011
|
8 Insights presents a compilation of charts on India. These charts will give you a comprehensive overview of near & medium term macro trends on eight key facets of the Indian economy: 1) Economic growth, 2) Demographics, 3) Agriculture, 4) Money and credit, 5) Public finance, 6) External sector, 7) Corporate sector, and 8) Public sector.
|
|
|
|
|
India Chartbook - Insights
|
30 Dec 2011
|
8 Insights presents a compilation of charts on India. These charts will give you a comprehensive overview of near & medium term macro trends on eight key facets of the Indian economy: 1) Economic growth, 2) Demographics, 3) Agriculture, 4) Money and credit, 5) Public finance, 6) External sector, 7) Corporate sector, and 8) Public sector.
|
Preview
|
|
|
|
John Keells Holdings - The big picture
|
29 Dec 2011
|
JKH is a clear beneficiary of the reviving prospects in post-conflict Sri Lanka. The revival in domestic demand enables the company to withstand the pressure of the global financial crisis. The Group also has a sizable land bank in Colombo. The balance sheet is strong to capitalise on lucrative investment opportunities.
|
|
Preview
|
|
|
|
India - Internet - TippingPoint @india.com
|
17 Nov 2011
|
We estimate India’s internet userbase to rise to 300m by 2015. Large, single-ticket deal sizes by private equity and venture capital funds indicate that well-positioned internet firms are set for a rapid growth. We believe e-commerce businesses have the most potential. Specialty retail, online travel and classifieds are other high growth sectors.
|
|
Preview
|
|
|
|
India - Highways - Tolled
|
07 Oct 2011
|
Equity IRRs of 43 operational BOT road projects analysed is well below CoE impacted by optimistic traffic estimates and execution delays. Recent annuity bids point towards a bleak picture for recent toll project wins as well. Players with strong balance sheets are placed best as competition reduces primarily due to funding issues for recent projects.
|
|
Preview
|
|
|
|
India - Pharma - Shopping therapy
|
09 Sep 2011
|
The Indian pharma sector would undergo a structural transformation with focus on acquisition-led growth in the near to mid term. With high base in US, moderating domestic growth and slow penetration in emerging markets, companies with specialties-focused portfolios and ability to tap inorganic growth opportunities will emerge winners.
|
|
Preview
|
|
|
|
|
Show
|
|
Reports
|
|
|
|
|
|
|