Smartkarma Originals
Sustainability and ESG Indices: A Booming Ecosystem and New Investing and Trading Opportunities
Index rebalancing and reconstitution often creates a window of abnormal returns (and opportunity). For broad market indices, these effects are well...
911 Views
Hong Kong Exchanges & Clearing – Building The HKEX Coffin
HONG KONG EXCHANGES & CLEARING: Mainland China is contemplating a new stock exchange to attract overseas firms. If mainland China is successful,...
421 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
219 Views
Jardine Strategic: SGM On The 12 April
I would avoid both Strategic and Matheson. I like Mandarin Oriental at a 0.6x P/B - and book value is not market value. HKL is inexpensive at 0.3x...
451 Views
The Rise of the Chief Sustainability Officer in Asia
Chief Sustainability Officers can impact ESG performance and risk-adjusted returns. CSOs are becoming more common anong Asian companies, which are...
308 Views