Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
771 Views
Pakistan Fertilizer: Sector Earnings up by 47% YoY in 1Q2018
Pakistan’s fertilizer sector started 2018 with robust profitability growth of 47% YoY due to increase in urea sales volume by ~43% YoY to 1.2mn...
87 Views
Pakistan Fertilizer: Pricing Momentum Looks Supportive Market Weight ‘Maintained’
Investment thesis: We revisit our stance on Pakistan Urea manufactures; Fauji Fertilizer (FFC) and Engro Fertilizer Limited (EFERT) and revise up...
158 Views
Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
1.2k Views
Top Industries for Investment as Pakistan Transitions to an Emerging Market
Pakistan's UpgradePakistan received its well deserved emerging market upgrade from MSCI last week, and valuation still remains below its historical...
202 Views