Publisher : alphainvesco.com


In developed countries REIT have generated returns somewhere between bonds and stocks. In US rental yields on office properties range from 3.5% to 5.5%
March 13, 2019, 9:31 a.m.
Publisher: alphainvesco.com

Coal India produces 84% of India's Coal. Their pricing methodology has no profit maximisation motive & it's at a significant discount to imported coal.
Jan. 23, 2019, 7:01 a.m.
Publisher: alphainvesco.com

It is big deal today that inflation is at 4% in the indian economy, while maintaining 7% plus growth.
Jan. 16, 2019, 4:33 a.m.
Publisher: alphainvesco.com

In 2017-18 coal imported in India was worth ~Rs 1,38,500 crores ($20.17 bn) which was up 38.2% compared to previous year and up ~9% in volume terms.
Jan. 9, 2019, 6:24 a.m.
Publisher: alphainvesco.com


Demand for power is growing at 6% even in a down cycle and if this trend line is extended into next 5 years then we will see power shortages in the country.
Jan. 3, 2019, 4:53 a.m.
Publisher: alphainvesco.com

The valuations of all paper companies are at a decade high. One needs to have a firm view on paper prices / paper cycle for the next 3-4 years to take a call at these valuations.
Dec. 26, 2018, 10:38 a.m.
Publisher: alphainvesco.com

Very few of us are aware of the banking crisis of Sweden of 1990s. Sweden faced biggest economic crisis post World War II in the early 1990s.
Dec. 12, 2018, 1:34 p.m.
Publisher: alphainvesco.com

After a bruising two years, the Indian pharmaceutical industry appears to be set for a sharp turnaround in fiscal 2019 and 2020.
Dec. 6, 2018, 10:06 a.m.
Publisher: alphainvesco.com

HDFC Bank has more credit cards than entire PSU banking sector combined. We also see how the top performing private banks have higher employees per branch vs PSU peers.
Nov. 28, 2018, 3:30 p.m.
Publisher: alphainvesco.com

India is amongst the lowest cost producers of aluminium across the world, owing to easy availability of raw materials and comparatively lower labor costs.
Nov. 14, 2018, 5:15 a.m.
Publisher: alphainvesco.com