Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Taiwan Shorts - October Recap
Total short notional in Taiwan stocks is TWD 258,166 mm (~US$8.48 bn) as of 1 November.Over the week, the largest short positions were put on in...
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EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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Last Week in GER Research: Huya, Bilibili and Qutoutiao
Below is a recap of the key IPO/placement research produced by the Global Equity Research team. This week, we update on the bevvy of placements...
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