The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Tobacco Sector: Best of India and Indonesia
This is a joint insight with Pranav Bhavsar from the consumer team.India and Indonesia are two of the top five tobacco consuming country in the...
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Smartkarma Originals
Dabur IN | Stunted Growth and Shifting Strategies Put Dabur In a Fix (Summary Version)
This insight is jointly prepared by Nitin Mangal and Pranav Bhavsar. Either Dabur India Ltd (DABUR IN) should change the crystal ball or those...
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India's Paper Industry Ready for a Hangover? | Insights from Meeting with Supplier & Trader
We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China,...
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Anmol Industries Pre-IPO Quick Take - No Growth, Generous Payments to Founders
Anmol Industries (ANMOL IN) plans to raise US$100m+ in its India IPO via a sell-down of secondary shares. As per Frost & Sullivan, Anmol is the...
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