Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
746 Views
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
391 Views
IPO Pipeline to Remain Strong as PE Funds, Quasi-Govt Promoters Aim for Portfolio Exits
Primary issuances are expected to remain strong in 2017 following a five-year high in funds raised in 2016 (Rs 220bn) even as Fed rate expectations...
1.4k Views
MediSetter Interview:Â Insight on Opportunities in Asia's Healthcare Industry
Introduction to MedisetterI had the pleasure of interviewing Anirban Lahiri of Medisetter to discuss some of the opportunities present in Asia's...
4.2k Views
Yatharth Hospital: The Small-Cap Riding India's Hospital Capex Supercycle
​Yatharth, a fast-growing hospital chain in NCR, aims to double its bed capacity by FY29 with significant capex, poised for growth despite current...
251 Views