Emerging Market Overweights Series. Part 3: Taiwan Tech
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios. We analyse the drivers behind the move, the key conviction...
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A Look at Foxconn’s EV Platform – Should Tesla Be Worried?
Foxconn presented an open-source platform that it hopes will streamline the process of developing EVs. This Insight looks at Foxconn’s efforts in...
481 Views
Asia Short Interest Weekly: JD, Xiaomi, Nihon M&A, Asahi, Toshiba, Kakao, Netmarble, Largan, Novatek
Highlighting changes in short interest across stocks in HK, Japan, Korea and Taiwan to pinpoint stocks/sectors that are being shorted or covered...
221 Views
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...
770 Views
Asia Short Interest Weekly: SMIC, Hua Hong, WuXi, Alibaba, HSBC, Seven&I, Shimano, Kirin, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
375 Views