ITC - Is It Time for Contrarian Investors to Enter?
ITC's share prices plummeted after a significant tax hike on cigarettes in Jan. Historically, business has been resilient despite hikes + we feel...
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The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
589 Views
Tobacco Sector: Best of India and Indonesia
This is a joint insight with Pranav Bhavsar from the consumer team.India and Indonesia are two of the top five tobacco consuming country in the...
731 Views
ITC: Tobacco Volumes to Be Impacted by Increased Taxes; Uncertainty Ahead
India raises excise duty on cigarettes, causing tobacco stocks to plummet and raising concerns about increased illicit trade due to higher taxes.
519 Views
The Story of GE and Indian Railways. Which Is Worse, Bad Policies or Inconsistent Polices - Part 4
This is Part 4 in a series which focuses on abrupt changes in government policies affecting the industries and Indian economy. In Part 1, we...
419 Views