The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Tobacco Sector: Best of India and Indonesia
This is a joint insight with Pranav Bhavsar from the consumer team.India and Indonesia are two of the top five tobacco consuming country in the...
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The Story of GE and Indian Railways. Which Is Worse, Bad Policies or Inconsistent Polices - Part 4
This is Part 4 in a series which focuses on abrupt changes in government policies affecting the industries and Indian economy. In Part 1, we...
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The GST Saga - First, Cigarettes and Now Autos. Which Is Worse -Bad or Inconsistent Policies? Part 2
In our insight published a couple of weeks ago, we have talked about how the Central Govt's decision to suddenly change the GST (Goods and Services...
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Which Is Worse, Bad Policies or Inconsistent Polices? Ask ITC and Investors in Cigarette Companies
GST is one of the biggest tax reforms in IndiaIf you believe in the adage "well begun is half done", it has certainly not been a case of a good...
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