Carousell - Champion of the Circular Economy
Carousell is South-East Asia's largest classifieds marketplace which recently entered the uniform club with a valuation of US$1.1bn. It is a unique...
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Epic Apple Esque Duel in China? or Nah?
The Epic Apple ruling disrupts Apple's share of developer revenues. Yet, the 30% charges seem low versus China. What is the App Store landscape in...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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Emerging Markets: Structural Shifts as Allocations Stabilise Among Global Funds.
Average EM weights of 7.05% sit near the lower end of the decade-long range. While active managers remain structurally underweight EM, this has...
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