AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
569 Views
China "6.18" Home Appliance Online Sales
Online sales of the overall home appliance sector during the "6.18" promotional event went up by 37% vs 2017. Premiumization prevails among key...
488 Views
Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
215 Views
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
150 Views
A Closer Look at Premiumization: Decoding Millennials Online Spending
Premiumization in China has been an unstoppable trend as China’s economic reform continuously spurs the growth of consumer sector and benefits...
199 Views