What’s Powering the Cement Boom? | The Daily Brief

Описание: In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

1. Cement Sector Stays Strong Despite Summer Slowdown
India’s top cement players — UltraTech and Adani Cement — reported strong growth despite a seasonal construction lull. With falling fuel, power, and freight costs, both companies improved profitability. UltraTech led the capacity expansion, while Adani focused on premium brands and green energy. But with aggressive expansion across the industry, competition may intensify in the coming years.

2. India’s Hidden Gains from Falling Global Commodity Prices
The World Bank predicts a sharp decline in global commodity prices in 2025, offering India a quiet but valuable economic tailwind. As fuel and input costs drop, India stands to benefit — but this windfall might be short-lived if global conflicts or supply shocks return.


Timestamps:
00:00 Intro
00:42 Cement sees a resilient quarter
12:17 Global Prices Cool Off
22:29 Tidbits


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Watch this episode in Kannada on ‪@marketsbyzerodhakannada‬ :    • Cement Demand is Rising—But Why? | The Dai...  


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