Smartkarma Originals
D2C Brands in Asia: Disruption Potential in Consumer Space
Insights for investors based on comparative study of Asia D2C landscape across India, SE Asia & China.Analysis of relative segment attractiveness....
2.5k Views
Alternative Data | India Consumer Tracker - Recovery Continues
This insight aims to track data related to discretionary spends on consumer goods. It covers a range of aspects - from the adoption of new payment...
492 Views
Indofood (ICBP): Undervalued and Will Attract New Types of Investors
Devi Subhakesan mentioned in her report in Indofood CBP (ICBP IJ): US$ 3Bn Acqsn. Of Affiliate - Dizzy Valuation, Earnings Dilution that the deal...
593 Views
Xiaomi (1848): India and Its Impact to Bottom Line
With a young population and a median of USD 1670 income per capita (according to Worldbank), India is the perfect market for affordable smartphones...
391 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...
345 Views