Eureka Forbes: A Service-Led Compounder With a 2x Revenue, 3x EBITDA Roadmap
​Eureka Forbes achieves double-digit revenue growth, record Q4 margin, targets 2x revenue and 3x EBITDA by FY30 with strong customer base and debt...
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The Quality Bubble in India
Over the past few months, there has been considerable debate among prominent investors and industry stalwarts in India, regarding the rising...
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2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
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Global Ex-U.S. Equity Strategy:Â Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
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India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
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