NIFTY 50 Rebalance Preview - Saying No to YES
The Nifty 50 is the flagship index of the National Stock Exchange of India (NSE). The index has 50 stocks and is a free float weighted market cap...
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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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HUVR Vs ITC | The Dancing Elephant and the Ostrich
We see no reasons why Hindustan Unilever (HUVR IN) investors should shift to ITC Ltd (ITC IN) . There are no near term catalysts in sight for ITC...
606 Views
ITC vs HUVR: transitioning from tobacco, ESG angles, shifting profitability
ITC Ltd is a leading consumer goods company in India with a market cap of around $42bn. The company predominantly operated in the tobacco industry....
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India: Where Are We Now? A GEM Manager Perspective
As the NIFTY index approaches new highs this week, we thought it useful to provide a thorough breakdown of India positioning among global emerging...
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