TMT Weekly: FAANG Rankings from Here
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here?...
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Oracle: The Turning Point Of The Business
After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week. The company...
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Crowdstrike 1Q2022: The Best in the Biz
Incredibly strong quarter for Crowdstrike. The business is humming, clearly separating itself from its legacy peers. High profile ransomware...
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Banks on the Bitcoin Bandwagon: Cashing in Through Crypto Custody Services
Bitcoin holdings by issuers and investors is driving crypto custody demand. Big banks are stepping. A big opportunity, but some ESG investors might...
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The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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