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.
Itโs 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 ๐ฎ๐ณ is through manual mixing.
Whereas in China๐จ๐ณ, more than 75% of the concrete is made through mechanized mixing.
2 decades ago, China๐จ๐ณโ mechanized mixing level was at where ๐ฎ๐ณ is now.
Long growth runway of mechanized concrete equipment in ๐ฎ๐ณ(and other emerging economies)
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I studied this theme and a small Indian and some foreign companies present in this industry.
Video link:
๐ก๐ฒ๐ ๐ฌ๐ผ๐ฟ๐ธ ๐ ๐ถ๐ ๐ผ๐ณ๐๐ฒ๐ป ๐ฟ๐ฒ๐ณ๐ฒ๐ฟ๐ฟ๐ฒ๐ฑ ๐๐ผ ๐ฎ๐ ๐๐ต๐ฒ ๐๐ผ๐ป๐ฐ๐ฟ๐ฒ๐๐ฒ ๐๐๐ป๐ด๐น๐ฒ!

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