๐—ก๐—ฒ๐˜„ ๐—ฌ๐—ผ๐—ฟ๐—ธ ๐ŸŒ† ๐—ถ๐˜€ ๐—ผ๐—ณ๐˜๐—ฒ๐—ป ๐—ฟ๐—ฒ๐—ณ๐—ฒ๐—ฟ๐—ฟ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฎ๐˜€ ๐˜๐—ต๐—ฒ ๐—–๐—ผ๐—ป๐—ฐ๐—ฟ๐—ฒ๐˜๐—ฒ ๐—๐˜‚๐—ป๐—ด๐—น๐—ฒ!

Concrete Jungle is one of the many colorful nicknames of the City.

Not just New York, any urban city with towering buildings gets this nickname.

But this post is not about cities and nicknames.

Itโ€™s about the rapid urbanization, real estate and infrastructure development theme.

Concrete is used to make buildings, roads, highways

Concrete in turn is made through both manual and mechanized process of mixing cement with water and other ingredients

More than 75% of the concrete made in India ๐Ÿ‡ฎ๐Ÿ‡ณ is through manual mixing.

Whereas in China๐Ÿ‡จ๐Ÿ‡ณ, more than 75% of the concrete is made through mechanized mixing.

2 decades ago, China๐Ÿ‡จ๐Ÿ‡ณโ€™ mechanized mixing level was at where ๐Ÿ‡ฎ๐Ÿ‡ณ is now.

Long growth runway of mechanized concrete equipment in ๐Ÿ‡ฎ๐Ÿ‡ณ(and other emerging economies)

โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
I studied this theme and a small Indian and some foreign companies present in this industry.
Video link:

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Gautam is the passionate equity researcher and instructor at Invest and Rise