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12 ArticlesIndustry Analysis

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The Two Wheeler Industry and a deep value opportunity

India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
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The Indian Paint Industry and why Asian Paints dominates

India is the world’s third largest consumer of paints by volume. The industry has grown by 12-18% in the last 15 years, there exists a high correlation ...
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