NOTE: Nicely formatted report. Lemon Tree Hotels (NSE: LEMONTREE / BOM: 541233) (India’s largest chain in the mid-priced hotels sector and third largest overall) is also discussed.
Our Senior Investment Analyst, Daniel Billis, has recently returned from India where he met with approximately 40 companies in Mumbai, Chennai, and Delhi. His aim was to gain insight into the post-Covid economy and assess its current state.
Source: India – Insight trip (March 2023) (Alquity) PDF File
Similar Posts:
- moneycontrol India Stock of the Day (September 2023)
- Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India’s Fastest Growing IT Firms You Probably Have Not Heard Of
- India Economic Boom: 2031 Growth Outlook (Morgan Stanley)
- How India (Mostly) Benefits From Low Oil Prices (The Economic Times)
- Is India’s lost generation a systemic risk? (CNBC)
- India’s Opportunities: Impossible to Ignore (Van Eck)
- China and India to Overtake U.S. Economy This Century (Bloomberg)
- OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)
- India Ranks Highest in Latest Nielsen Consumer Confidence Survey
- MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India
- India Drops 11 Places to #71 in the Global Competitiveness Report
- CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
- Seven Reasons India Is Primed for Growth (Enterprising Investor)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- 5 Growth Opportunities in India (William Blair)