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CJP protest: Abhijeet Dipke shares video of moment he, his co-convenors were detained inside flight
· Business Today Mkts
The CJP said Dipke, Saurav Das and Ashutosh Ranka were detained soon after arriving from Mumbai for the party’s proposed protest at Jantar Mantar against Chief Election Commissioner Gyanesh Kumar.
The analysis
This is a Capacity / capex event. Capacity added into a soft cycle compresses returns for the whole sector; added into a tight one it is the cheapest growth available. The cycle position matters more than the announcement.