Global Economy and Stock Markets Over the last 2 years, markets have been kind to investors globally mainly led by loose monetary policy. With worries cropping up on multiple fronts, there has been a reset in investors sentiments and liquidity. Some of the reasons for sharp fall in the last couple of months are as…
Global Economy and Stock Markets The global economy enters 2022 in a weaker position than previously expected. As the new Omicron COVID-19 variant spreads, countries have reimposed mobility restrictions. Rising energy prices and supply disruptions have resulted in higher and more broad-based inflation than anticipated. Further, the ongoing retrenchment of China’s real estate sector and…
Global Economy and Stock Markets Global equity markets continued to generate positive returns for the quarter as economies opened up and activity levels picked up. Stocks have been on a roll as another mostly successful earnings season has unfolded, but there are reasons for investors to be both optimistic and cautious. There are several risks…
Global Economy and Stock Markets Global equity markets continued to generate positive returns for the quarter as vaccination pace accelerated in most developed economies. Additionally, governments of most developed countries continued to ease COVID related mobility restrictions and activity levels picked up. This has resulted in global trade volumes showing a V-shaped bounce back and…
The year 2020-21 was the most challenging year for human kind in a long time. Never before in a lifetime we had to worry as much about the lives and livelihoods of many of our loved ones. The year had important lessons for many walks of life. With respect to economy, recovery in the economy…
Care PMS was tracking this company from year 2015 and have not seen this encouraging growth numbers till year 2017. However, the business in which company operates was always of our interest and hence we always kept our eye on their performance. In early 2018, we seen some upward trend which caught our attention and hence we started our coverage in order to identify the developments. We have narrated notable changes in business which was highly attributed to leadership.
JK Paper, part of the JK Group is one of the leading paper companies with a market share of 28% in copier paper and 17% in packaging board. A very strong brand with one of the best distribution networks in the industry. Almost 65% of the total capacity caters to packaging which is growing at double digit. Very strong financials and a good payout history increases our confidence on the business.