![All eyes on Fed Rate hikes and Chinese policy actions All eyes on Fed Rate hikes and Chinese policy actions](http://www.moneycontrol.com/news_image_files/ai/interest_rate_banks_190.jpg)
Posts in category All News
All eyes on Fed Rate hikes and Chinese policy actions (10-09-2015)
![All eyes on Fed Rate hikes and Chinese policy actions All eyes on Fed Rate hikes and Chinese policy actions](http://www.moneycontrol.com/news_image_files/ai/interest_rate_banks_190.jpg)
NCL Industries – Resumption of growth? (10-09-2015)
@madhug : adding some more to what Nikhil has explained. Low capacity addition was also due to the fact that B/S of most of these companies were affected in 2014 & 2015 and they were not able to add capacity meaningfully. Please check this exhibit below (Source: MOSL sector report)
Thanks,
Ravi S
Natco Pharma approves PPD for issue of equity shares under QIP (10-09-2015)
![](http://10.0.1.104:85/_media/iifl/img/article/2015-02/10/full/1423561860-9524.jpg)
BUY IDFC; target of Rs 160: Prabhudas Lilladher (10-09-2015)
![BUY IDFC; target of Rs 160: Prabhudas Lilladher BUY IDFC; target of Rs 160: Prabhudas Lilladher](http://www.moneycontrol.com/news_image_files/2014/b/buy_200.jpg)
JP Morgan MF assets fall Rs 1,900 cr in Aug (10-09-2015)
JP Morgan MF assets fell Rs 1,900 cr in Aug (10-09-2015)
NCL Industries – Resumption of growth? (10-09-2015)
Collective capex > more production > increased supply > (in case demand does not rise proportionately) price wars/ lower price realization due to demand-supply gap.
Please note, this may prove out to be a rumor but it seems more sensible path for cement companies in current economic conditions.
US jobless claims drop; imported inflation remains weak (10-09-2015)
NCL Industries – Resumption of growth? (10-09-2015)
As a outsider to Cement Industry trying to comprehend what this means. Are you suggesting the industry works as a cartel? How does it matter for NCL who I understand from reading this thread sell through retail network and therefore there are no large/institutional buyers which is where cartels thrive?
NCL does look interesting. Not Invested.