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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Escorts Ltd- A Brief Lull
Escorts Ltd (ESC IN) in the past few years delivered spectacular growth in all segments along with growth in operating margins as promised by the...
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Escorts Ltd (ESC IN) | Working Capital Improvement on Cards?
Escorts Ltd (ESC IN) has corrected 40% from its 52-week peak. We believe the stock price correction is on the back of two reasons 1) Lower Volume...
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India Auto | Turnaround for Tractors? Takeaways from Dealer Visits
In this Insight, we bring you takeaways from our visits to Tractor dealers in Northern India (Jodhpur in Rajasthan) and Western India...
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Farm Loan Waiver: Tractors an Anonymous Beneficiary
Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture...
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