2020 Review & 2021 Key Themes | What Worked and What Has Not
A walk down the memory lane. What has worked, what has not, what have we learnt and how we think 2021 will pan out, this insight is our reflection...
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Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
423 Views
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...
122 Views
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...
715 Views
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...
768 Views