Nooresh Merani
@nooreshtech • 103,428 subscribers
Research Analyst/Trader/Investor. Blogging on Indian Equity Markets for 20 yrs. SEBI- RA INH000008075.
Videos
A Structural Change in Indian Textiles !! 1) Cotton supply is becoming tighter 2) India's spinning industry has become structurally tighter 3) China is surprisingly the biggest near-term demand driver 4) Yarn spreads are improving 5) Margins have structurally bottomed 6) Capacity utilisation is already very high 7) Garmenting — the recovery is more H2FY27 8) India is benefiting from "China + 1" 9) UK FTA could become a meaningful 10) Capex is becoming an important earnings trigger
Nooresh Merani15,461 次观看 • 1 天前
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