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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Havells | Is Lloyd Turning Out to Be a Bad Apple?
Havells acquired Lloyd with an objective of penetrating deeper into consumer homes with Lloyd's products like Air Conditioners (AC), refrigerators,...
610 Views
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....
734 Views
Polycab India Limited IPO - Probably Near Peak Margins, Improvements Unexplained
Polycab India (POLY IN) plans to raise around US$190m in its IPO through a mix of selling primary and secondary shares. It is the largest...
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