Smartkarma Originals
Sustainability and ESG Indices: A Booming Ecosystem and New Investing and Trading Opportunities
Index rebalancing and reconstitution often creates a window of abnormal returns (and opportunity). For broad market indices, these effects are well...
911 Views
Coinbase Direct Listing Valuation Analysis
Our base case valuation of Coinbase is $39.9 billion, which is 60% lower than the purported recent private market value of $100 billion that...
331 Views
HKEx(388.HK): Transformational Strategy Should Offset the Higher Stamp Duty Fear
HKEx serves as the only offshore gateway to China capital market. We believe the market has over-reacted on higher stamp duty news in the sell...
303 Views
SGX FIRST Puts SGX First in the Ranks of Asia's Most Sustainable Stock Exchanges
"What's in a name? "asked Shakespeare. Quite a lot, when the name "SGX FIRST." FIRST is an acronym, but it also makes a bold statement; that SGX is...
390 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
507 Views