China Internet Weekly Wrap (1/2025): JD, BABA, PDD, SE, CPNG, Meituan, NTES
Trade-in subsidies on smartphones can boost e-commerce growth, Meituan deflects criticism with anti-fatigue measures, NetEase games receive...
245 Views
Singapore Market Roundup (03-Jan-2025): DBS top pick: Sea for growth in live commerce and AI.
DBS favors Sea for growth, Digital Core REIT for opportunities, and local bank stocks OCBC and UOB; UOB Kay Hian updates on REITs and Seatrium,...
690 Views
China Internet Weekly Wrap (52/2024): Visa Free Entry, Social Gift Sending & E-Commerce Tax
Korea and Japan ease tourist visa for Chinese, Shanghai government vouchers likely shift to major Internet platforms; NetEase and Tencent games...
250 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
312 Views
Ride the Trend Higher in MSCI ACWI and S&P 500; Buy/Stay Long Global Discretionary, Services, Tech
Ride the Trend Higher in MSCI $ACWI and $SPX; We are still bullish as Risk-On Signals Dominate. Ideas to buy/stay long in global Discretionary,...
365 Views