Godfrey Phillips: Strong Numbers and Steeper Taxes
Godfrey Phillips sees strong growth in H1 FY26, but faces 40% stock drop due to tax overhaul. Clean balance sheet and market share key to...
152 Views
Still Bearish/Cautious; Stick With Defensives; Emerging Market Opportunities
Still Bearish/Cautious; Stick With Defensives; Emerging Market Opportunities. Looking for the $ACWI rally to fizzle, either here at $113.50-$115 or...
729 Views
Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
594 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...
593 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...
604 Views