StubWorld: First Pac (142 HK)'s Correction After Year-Long Contraction
in the short term, absent a major catalyst, I'd like to see the share price settle a bit. Longer-term, this appears a decent entry point, with a...
432 Views
The Stocks to Own in ASEAN – Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEAN’s 22%. Since the last rebalancing,...
234 Views
The Stocks to Own in Asia – Vol. 32
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
362 Views
The Stocks to Own in ASEAN – Vol. 34
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
338 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
185 Views