Sampoerna (HMSP): Losing From Higher Excise Tax
The unsatisfactory 1H 2020 operating numbers that stemmed from lower revenue growth and higher excise taxes reduce operating cash flow, prompting...
492 Views
COVID-19 : Intermediate Respite for Some Businesses
The COVID-19 crisis in India is surmounting as the number of tests and positive cases each day are reaching new highs while the peak has not...
547 Views
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...
551 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...
696 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...
393 Views