Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
244 Views
Lifull: Strong Business Model, Momentum Picking Up, Mitula Acquisition Looks Opportunistic
LIFULL Co Ltd (2120 JP), pronounced as a combination of "life" and "full" has seen its share price fall 26% since announcing a complex tender for...
204 Views
Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
517 Views
The Week That Was In North Asia@Smartkarma: Peace on the Korean Peninsula, Elliott Vs. HMC, & Alpine
The biggest events in North Asia in the past week included the summit between Moon Jae-In and Kim Jong-Un, the battle between Hyundai Motor Group...
152 Views