Nalanda Capital puts its eggs in few baskets, so why did it buy Thermax?
Even though the sector has been a troubled one, the marquee investment firm has increased its stake in the capital goods leader
Anishaa Kumar - June 02, 2020
Down the rabbit hole
The good news is we know the bad news. The bad news is economic activity, across major industrial clusters in the country, is shrinking further
Krishna Gopalan - February 08, 2020
Virtual trading
The world may be shrinking but global trade is tilting in favour of services, from manufacturing
January 02, 2020
The trash economy
In a hyper-consumerist world, Adam Minter goes on an adventure trail to trace the afterlife of goods we once owned
December 20, 2019
A bridge too far
With government spending slowing down, the road ahead for infra and capital goods could be challenging
V Keshavdev - March 25, 2019
Glimmer of hope
While capital goods makers are seeing a revival in demand, it still may be a little too early for investors to join the party
Prathamesh Mulye - December 07, 2018
The GST Windfall
Analysts think mid-caps and small-caps in retail, logistics, plywood and plastic sectors are well-placed to benefit from the change in regulation
Prathamesh Mulye - August 06, 2018
In a precarious state
A shortfall in GST collections could spoil the finances of 12 key states
April 04, 2018
Movers and Shakers
What does the future of the third-party logistics industry look like in a post-GST world?
November 27, 2017
Sunny days are here again
With order books of capital goods companies rising, investors believe earnings, too, will improve, due to benign interest rates
Jitendra Kumar Gupta - June 27, 2016