Smartkarma Originals
APAC Luxury Industry Series: Luxury Travel Shines Amid Challenges for Traditional Luxury Goods
Luxury travel, driven by trends like micro trips and the increasing number of High-Net-Worth Individuals, represents a potential area of growth in...
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Recent Updates: Perfect Shape, Hermes Int'l, A2 Milk
In this article, let's go through some recent updates from three high-quality businesses in my highly selective investable universe.
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Hermes: An Increasingly APAC-Driven Story
The French heritage story has been increasingly APAC-driven in recent years and can very likely continue to benefit from rising emerging Asia in...
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CAC40 Index Review - Teleperformance In, Sodexo Out
A few hours ago, Euronext announced the results of the quarterly review for the Cotation Assistée en Continu (CAC) family of indices. The...
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LVMH/Tiffany: Victoria’s Secret Doesn't Challenge Deal Collapse: An Increased Risk of Deal-Breaks?
In a surprising twist, Victoria’s Secret parent owner L Brands Inc (LB US)  decided to drop its countersuit against private equity firm Sycamore...
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