A User's Guide To "Hostility"
Sumeet Singh , Pranav Rao , and I have discussed the bidding war for Fortis Healthcare Ltd (FORH IN) which impacts the proposed privatization of...
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The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Aster DM Healthcare IPO - No Signs of a Turnaround
Aster DM Healthcare (ASTERDM IN) plans to raise around US$150m through a mix of primary and secondary issuance of shares in its IPO. We covered...
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Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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