UK's FTSE 100, STOXX Europe 50 Breaking Out; Non-U.S. Outperformance to Continue, Buys in Cyclicals
Recent major breakouts for the FTSE 100, STOXX Europe 50, and Germany's DAX (among others) continue to support our belief that non-U.S. equities...
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Indocement (INTP IJ) - Increasing Reach, Reducing Costs, and Improving Sustainability
Indocement continues to impress with its focus on sustainability, significantly beating on emissions and dust. Valuations look attractive with a...
358 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
259 Views
DAX Index: Quiddity Leaderboard for June 2022 (2.0): Rheinmetall Looks Interesting
A discussion on the Potential Adds and Deletes to the DAX Index in the upcoming index review in June 2022. Military technology company Rheinmetall...
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