Men's Underwear Index Is Slipping; Switch from Premium to Value Plays
Men's Underwear Index, supposedly first conceived by former US Federal Reserve Board chairman Alan Greenspan in the late 1970s, suggests that...
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Alternative Data | India Consumer Tracker - Recovery Continues
This insight aims to track data related to discretionary spends on consumer goods. It covers a range of aspects - from the adoption of new payment...
339 Views
Alternative Data | India Consumer Tracker - Rural India Is Firing Recovery
This insight aims to track data related to discretionary spends on consumer goods. It covers a range of aspects - from the adoption of new payment...
334 Views
Page Industries (PAG IN) | Disappointments to Continue; Volume Recovery Key
We argue that the rich valuations enjoyed by Page Industries (PAG IN) are not recession-proof as once assumed by many. Even products like Innerwear...
291 Views
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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