India Cement Industry: CLSA sees further improvement in
#0183;#32;CLSA has written a detailed note on the India Cement space where they have highlighted their top picks and see improved demand trends for the entire space. CLSAs top picks include ACC, Dalmia and Ultratech Cement. CLSA notes that India cement companies reported a sharp earnings recovery in 2Q and Industry demand was up midsingledigits YoY, helped by rural recovery.