Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
488 Views
Spicy Hot: India Branded Staples in Limelight - Acquisitions & Fresh Forays
Leading consumer companies launching/expanding branded staples portfolios, and recent acquisitions in branded spice segment turn the spotlight on...
749 Views
Tata Consumer (TATACONS IN): Index Inclusion Adds Further Flavour. Tasty Mix.
Tata consumer is fast-tracking growth in the foods business by expanding into the unorganised India kitchen staples segment and expanding its...
391 Views
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
Beyond Meat (Post IPO) Goes Beyond Valuations - More than Just a Vegan Burger
Beyond Meat Inc (BYND US), a fast-growing US-based plant-based meat (substitute) maker, tripled its billion-dollar valuations on listing, last...
661 Views