Research & Insights
India’s Next 20-Year Bottlenecks (2025–2045)
India’s next 20 years are NOT about products. They are about plumbing. Plumbing of: Energy Water Data Transport Logistics Capital The winners will be: Boring Asset-heavy Slow to build Impossible to replace
Major long-term trend in the global steel industry
Shifting from traditional, high-emission steel production to a cleaner, more sustainable method. This shift creates strong demand for graphite electrodes, making companies that produce them potentially attractive investments
What is REIT and INVIT ?
REITs and INVITs are investment vehicles that pool money from investors & invest in infrastructure assets (INVIT) & real estate assets (REIT), directly or through a special-purpose vehicle (SPV).
Metal Sector Global Demand Growth
Metals Are Becoming Infrastructure, Not Commodities. As economies electrify, urbanize, and industrialize sustainably, metal demand becomes embedded in long term systems, not short term cycles.