Shortlist of High-Conviction Ideas Across Japan, China & India – August 2026 (Post-Results)
Among the companies mentioned here, Milky Mist reported out of the court results for Q1. The stock is up 20% in last two days post results. Also...
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Haier Smart Home (6690 HK): No Fireworks for Now; Searching for Growth Everywhere
Why Haier's H1FY2026 performance had no fireworks and will its search for growth across globe help? We conclude with our view on H2FY2026 performance.
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Smartkarma Originals
China Consumer Discretionary: Darkness Before Dawn
The Covid-induced lockdowns have brought headwinds to China consumer discretionary names in 2Q22, but we are seeing a gradual recovery with...
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Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
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Shortlist Of High Conviction Ideas Across China, Japan, India - February 2026
Selection of companies in Japan, China, and India based on bottom-up triggers, including Ashok Leyland, Maruti Suzuki, M&M, Mazda, Rohm, Aisin,...
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