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 Emerging Markets: Unloved Stocks
Many stocks in the benchmark MSCI Emerging Markets index are largely avoided by active investors. To screen for unloved stocks, we filter our...
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Last Chance For Your Idemitsu/Showa Bet
On July 10th this year, three and a half years after rumors of talks of a US$4bn buyout of Showa Shell Sekiyu Kk (5002 JP) showed up in the press...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
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