Holcim: Cementing an Exit Strategy

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After 17 years, the world’s largest cement maker is looking at exiting India. The sale of Ambuja Cement & ACC can change the rules of the game. But why would one leave a high growth market? Hosts Kiran Somvanshi & Arijit Barman speak to Rakesh Arora, Former Ambuja Executive and Managing Partner, Go India Advisors & Rajesh Ravi, Vice President, Institutional Equities Research, HDFC Securities to figure out who can gain or lose from the likely $10 billion deal?



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