EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Review Of The Year 2019
The year 2019 has witnessed a roller-coaster ride for the Indian stock market, specially lot of companies were questioned on corporate governance,...
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2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
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Escorts Ltd- A Brief Lull
Escorts Ltd (ESC IN) in the past few years delivered spectacular growth in all segments along with growth in operating margins as promised by the...
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Escorts Ltd (ESC IN) | Working Capital Improvement on Cards?
Escorts Ltd (ESC IN) has corrected 40% from its 52-week peak. We believe the stock price correction is on the back of two reasons 1) Lower Volume...
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