FinTech & Financial Investment Themes 2021
Our key 2021 investment themes and ideas in EM and S Europe banks, exchanges and data providers, digital payments companies and digital wealth...
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The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
232 Views
Gojek (1379371D IJ) - Upping the Ante on Financial Services
Gojek's recent move to increase its stake in Bank Jago to 22% signals it intends to move into providing a broader range of financial services.
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Affirm Holdings Pre-IPO Analysis. Follow The Most Famous "Buy Now, Pay Later" Trend
We forecast substantial post-IPO upside for shares of Affirm in long-awaited IPO and believe fintech decacorn may become a clear leader with 30%+...
566 Views
Tencent Holdings – After The Speech
TENCENT HOLDINGS: Reserve Bank of Australia indicated that the status-quo for BNPL is likely to continue – which is a significant positive for...
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