The Morning Brief cover image

Holcim: Cementing an Exit Strategy

The Morning Brief

00:00

Global Portfolio Management

This deal has been in the making for last two years. And they have been taking small steps, which we perceive that may be the managment strategy is changing. It was directed towards a different cause, not what we thought it was directed towards. So i think from holsom's point of view, they were pretty clear. If you look at their latest few quarters of presentation, india figures just like one single line. That shows the importance they were giving to india business. Plus, having decided on the strategy to increased exposure to low carbon products, i think they could have sold what sells in the market. So ambuja and asisi is the business which really can

Play episode from 06:27
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app