Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
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COVID-19: How Does India Fare Currently?
COVID-19 pandemic has dug its roots in India and the situation has warmed up good. The country is still in the early-mid phase of the exponential...
606 Views
NIFTY200 Momentum30 Index Rebalance Preview: 75% One-Way Turnover & US$1.9bn Trade
We forecast 22 changes for the index in Dec. One-way turnover is estimated at 74.6% resulting in a round-trip trade of INR 180bn (US$1.9bn). The...
171 Views
Manipal Health IPO: The Investment Case
Manipal Health, a leading private hospital chain in India, is seeking to raise about US$1.1 billion. In this note, I discuss the investment case.
207 Views
The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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