Tesla Into S&P - Rebal Details, and Implications for Vol and Active Portfolio Reconstruction
The TSLA S&P500 inclusion involves $150bn of direct flows and perhaps another $200-300bn indirect flows. It really is a MAMMOTH trade. And index...
549 Views
TMI Snapshot: Text-Mining Detects Potential Pullback in Korea Sentiment on KRW Rally & COVID Surge
Our text-mining detects a potential pullback in Korea macro sentiment on rapid KRW appreciation and the COVID surge impacting credit card spending,...
287 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
Asia Short Interest Weekly: Haier, Sunny Optical, Itochu, Mercari, Toshiba, HMM, Asustek, Acer
This Insight looks at short interest movements in stocks across Asian markets and highlights stocks that have seen large increase/ decrease in...
267 Views
Asia’s Hydrogen Economy
China's increasing favour towards hydrogen is starting to generate investor interest in potential hydrogen economy and FCV plays. We examine...
597 Views