Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
473 Views
Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
259 Views
China’s Three Child Policy Beneficiaries Part 2 Kao Corporation: Finally Off The Leash?
While cosmetics is on the path to a steady recovery, the hopes of returning revenue growth in Merries Diapers could help Kao to break the current...
215 Views
China's 3-Child Policy Unlikely to Reverse Trend. Child-Care Stocks Can Derate, Prefer Diverse Plays
Expect slow down in China's population growth to persist. Pure play child care stocks could derate from slowing market growth. Prefer stocks with...
193 Views
China’s Three Child Policy Beneficiaries Part 1: Pigeon Corporation
China has announced that it will allow couples to have up to three children, after census data showed a steep decline in birth rates. The most...
238 Views