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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RHT Health Trust (RHT SP): Is India Focused Business Trust on KKR Shopping List?
Earlier this year Crispin Francis wrote about RHT Health Trust (RHT SP) and the potential privatization angle at the business trust.Please read:...
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RHT Health Trust - Potential Privatization or Just Noise?
According to the latest news/rumors, Fortis Healthcare is considering a buyout of RHT Health Trust (RHT SP) and they may bring in a new investor to...
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HealthCare Global Enterprises (HCG)- A Niche Play in Burgeoning Indian Healthcare Sector
HealthCare Global Enterprises Limited (HCG IN) is a speciality healthcare provider with a focus on cancer and infertility treatment. It is the...
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