Why Emerging Marketplaces MercadoLibre, Ozon, And Sea Limited Will Continue Creating Value Long Term
We are extremely positive on MercadoLibre and Ozon. Sea Limited is also one of our top stocks even though we think valuation is stretched. Growth...
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Bukalapak IPO Initiation: Island Shopping
Bukalapak has increased its IPO size by about a third to $1.5 billion due to strong demand. Its fundamentals tick all the right boxes of rising...
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MercadoLibre: The Jewel in the Latam Crown
MercadoLibre is the most widely held stock in the South American region among active Global managers. Ownership growth has been strong, but...
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The Week That Was in ASEAN@Smartkarma - Link Net, KBANK, and Grab's Delay
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
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