The Narrative | Q2 FY22 | India F&B - Jubi Food, United Spirits, United Breweries, Radico Khaitan
The edition of "The Narrative" focuses on key quotes from the earnings transcripts of Jubilant Foodworks / United Spirits / United Breweries /...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
467 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views
Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
1.4k Views
Alternative Data | India Consumer Tracker - Rural India to Lead Growth
This tracker provides important data points released for the month of April / May 2020. For more information on the data tracker please refer to...
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