Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Smartkarma Webinar | Singapore Investment Ideas
On 24 August, join our Webinar with Analyst Nicolas Van Broekhoven, who will go through his latest picks in the Singapore market.
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The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Active Commodity Plays Average 60%+ YTD Return on Strong Turnover
For the first 18 weeks of 2022, eight stocks whose share price gains have been largely associated with higher commodity prices, have averaged a...
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Rex: Show Me the Incentives and I Will Show You the Outcome
Rex share awards show clear incentives for the board to maximize value over the coming two years. Buying back 10% of shares outstanding would be...
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