Investing in India
Siddharth BothraPodcasts and insights on understanding the Indian business landscape.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 150 | Founded | 6 years ago | Last Issue | 17 days ago |
| Active | |||||
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blog.sid.businessLatest Issues
Can Atlanta Electricals become a large cap transformer player?
India’s power requirement is steadily inching up — given the growth of new technologies like AI, EVs, battery energy storage systems along with a general push for ‘Make in India’.
More manufacturing = More factories = More power requireme...
A defence giant in the making?
‘..hidden within the unconscious, is an insatiable desire for conflict. So you’re not fighting me, so much as you are the human condition. All I want to do is own the bullets and the bandages. War on an industrial scale, is inevitable.’ ~...
Does Avalon Technologies have what it takes to become an EMS behemoth?
6 months back, I had written a detailed article on Avalon Technologies — a company in the business of electronics manufacturing [EMS].
India — although late to the party — is serious about building EMS capabilities and is investing in vari...
Is Raymond Realty a value opportunity?
When I think of Raymond — an image flashes in front of me. An alpha male, wearing a fashionable blue suit, walking with intent, flexing his expensive wristwatch, ready to conquer the world.
The brand exudes style, quality & sophistication...
What is the reason behind the rise of MTAR Technologies?
My last update on MTAR Technologies was 2 years back where I had highlighted several issues.
First concern was management revising its estimates every quarter and the delta between the estimates and actual revenue. Take a look at the summa...
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Knowledge, is Power ~ Lord Baelish | https://sid.business
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