2021 High Conviction: Naspers, Deeply Discounted Exposure to Accelerating Online Sales
Naspers: Deeply discounted exposure to Tencent, a diverse range of online businesses set to benefit from accelerated online activity post-COVID-19...
550 Views
China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
397 Views
Smartkarma Originals
Asian Healthcare - Coming of Age
This Smartkarma Originals Insight highlights 20 leading unlisted healthcare companies in Asia, mainly in digital healthcare and biopharma, that are...
876 Views
Pop Mart Pre-IPO - PHIP Updates - Still Riding on past Expansion
POP MART (POP HK) plans to raise around US$200-300m in its Hong Kong IPO. It is the largest and fastest growing pop toy company in China, in terms...
336 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views