Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opport...
The global transition to a low carbon economy is driving investment opportunities in new energy infrastructure, with a focus on electrification,...
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EM Fixed Income: 'Tis the Season for Volatility
The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...
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The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
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The Darker Side of the Hindenburg Omen
As the market undergoes its inevitable bounce due to oversold conditions, investors should monitor technical conditions for negative divergences,...
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Equity Return Expectations Under An Alien Invasion
Our study of an alien invasion opens the door to discussing return studies. Standard assumptions about returns to bonds and equity risk premiums...
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