2021 High Conviction: A2 Milk
Buying quality businesses at or below fair prices and holding them for the long run is the key to generate alpha. A2 Milk at the current level...
698 Views
Smartkarma Originals
Virtual IPOs/Direct Listings: Uninhibited Price Discovery
There’s no cookie-cutter approach that should be employed for every company seeking to go public. But late-stage, venture-backed technology...
519 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
627 Views
Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
362 Views
Global Equities: Lower Highs Forming
While the major averages are stalling below major resistance and their direction is unclear, there are many individual stocks that continue to act...
380 Views