Smartkarma Originals
D2C Brands in Asia: Disruption Potential in Consumer Space
Insights for investors based on comparative study of Asia D2C landscape across India, SE Asia & China.Analysis of relative segment attractiveness....
2.4k Views
Blue Moon Group Pre-IPO - PHIP Updates - A Mixed Bag
Blue Moon Group Holdings (BMG HK) (BMG) plans to raise around US$1bn in its Hong Kong listing. The company is backed by Hillhouse who first...
406 Views
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...
346 Views
Italian Chaos Jolts Markets, US Trip Notes…
My view in the 17th May note that the ‘bond vigilantes’ would be unleashed on Italy has transpired even faster than I expected with the 10-year...
98 Views
India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
412 Views