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...
531 Views
Alternative Data | India Consumer Tracker - Rural India Is Firing Recovery
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...
474 Views
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...
768 Views
Aequitas: Lenskart Lockup Expiry - US$6.7bn Lockup Release with Everyone Well in the Money
This time around softbank is looking to raise around US$300m via selling some of its stake in Lenskart. The deal is being run by GS.
397 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
635 Views