Smart Trump, or Dumb Trump?
Election of Trump shifts investment logic but we differ on how. First realization is it is a zero sum game and assessing MAGA's chance of success...
319 Views
Buy the Pullback in MSCI ACWI and S&P 500; Buys in Uranium, Transports, Services, Technology, More
Buy the Pullback in MSCI $ACWI and $SPX; Still bullish on global equities with $ACWI and the SPX holding above their respective bases at $117 and...
377 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
327 Views
[Blue Lotus Daily-TMT Update]:JD/3690 HK/BABA/1810 HK/700 HK/BILI/1024 HK/BIDU/20 HK/NTES/SE/GRAB
JD.com is launching a self-operated on-demand delivery service, Shanghai expands home appliance subsidies, and Alipay experiences a brief outage.
129 Views
[Blue Lotus Daily-TMT Update]:BABA US/SE US/700 HK/BIDU US
Lazada and Alibaba introduce AI features for user experience, while Tencent denies rumors of layoffs in gaming division.
120 Views