It’s that time of the year when we put our thoughts to perspective, reflect on our past successes and what didn’t work for us, evaluate areas for improvement, and convene with our team to set goals and agendas for the upcoming year. First and foremost,...
The first two decades of this century were China’s, then this decade and beyond will be India’s. The consumption story in India is just unfolding. – Sanjiv Mehta, Former CEO and MD, HUL India, boasting a population of 1.4 billion, has recently surpassed China to...
What do you think when you hear the word ‘renewable energy’? Solar, right? However, when we say renewable energy, it is not just solar; there are other renewable energy sources that are included, like wind energy, hydro energy, bioenergy, etc. Solar is the most popular...
In the previous blog, we touched upon the favourable economics of recycling, highlighting the potential savings associated with using recycled materials. In the current blog, we will discuss more about the recycling industry and how we can shift our investing gears towards an investment opportunity....
Two decades ago, it was hard to imagine that the share of renewables (including hydro) in global electricity generation could touch ~30% in 2023. The energy transition in India has been in an accelerating phase, thanks to the favourable government policies. Why has it suddenly...
Research Analyst – Karan Sanwal (karan.sanwal@niveshaay.com) Why does the industry look interesting to us? India has been importing huge quantities of electronic products since decades. In fact, import of electronic products accounts for the second highest import bill. Multiple reasons like lack of infrastructure, technical know-how,...
Green Energy Smallcase Performance – Niveshaay launched the Green Energy Smallcase in March 2021, and since then, this portfolio has delivered 3x return. The portfolio primarily consists of three themes: Renewable Energy, Electric Mobility, and Recycling. These themes have performed exceptionally well in recent years,...
Scope of NSE- A proxy play to the growing Indian Capital Market Whenever an investor makes a trade, there are various stock market participants that ensures smooth functioning of these trades. One such company is National Stock Exchange. Staying true to our investment style of...
Inside the report Research Analyst – Gunjan Kabra (gunjankabra@niveshaay.com) What led us to research this industry? We did a top-down analysis at macro level and analyzed that Indian capex cycle can rebound. India’s capex cycle has been muted since last 10 years as private capex was flat....
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