Building materials and resources

Research coverage

 
India Building Materials is a wide sector comprising downstream home building products such as cement, pipes, tiles, and adhesives, as well as upstream assets including mining, ferrous, non-ferrous sectors. Our research philosophy is simple - understand the entire value chain, everything from the miners to the government ministers, including the distribution network, competitive landscape, and potential disruptions for each product space.
Our wide basket of coverage offers ample opportunities for all investors – for long/short funds – high volatility in the metals space offers interesting opportunities. For long only funds, there are structural stories which offer a proxy to domestic growth in the home building space, which are insulated from global macro-headwinds.

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Ritesh Shah

Equities

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