COVID-19: Sectors and Stocks Through an ESG Lens – Internet Retail (Amazon)
In COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk, I addressed the coronavirus pandemic through an ESG lens, zoomed out and...
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Clear Media: Done Deal From Alibaba & Co.
After four months of negotiation, a firm Offer for Clear Media Ltd (100 HK) has been announced. In my short-lived insight yesterday (Clear Media:...
453 Views
SoftBank Group - Nothing Works
* Large Debt Levels: SoftBank Group (SoftBank) is a Death Star for credit markets, having greater than USD 250 bn in debt, commitments, and lease...
276 Views
China Internet Weekly (30Mar2020): Photos of Crowded Apple Retail Store, Dispute of BABA Vs. PDD
The Apple (APPL) retail store in the city center of Shanghai was crowded last weekend. China will lift the lockdown over Wuhan on April 8. Alibaba...
282 Views
Smartkarma Originals
In-Depth Analysis: Digital Banking Strategies Across Asia
Overview of Digital Banking in AsiaDigital banking is at a tipping point in Asia as many countries are issuing or will in the future issue virtual...
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