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...
428 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
502 Views
Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
485 Views
Alternative Data | India Consumer - Tracking Recovery if and when It Comes
We are pleased to introduce a monthly data tracker that collects information from various regular and alternative sources. The objective of this...
423 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...
714 Views