Active GEM Managers Claw Their Way Back - But Remain Underwater for the Year.
Global EM Active managers staged their 2nd consecutive monthly outperformance versus the MSCI Emerging Markets index in May, erasing most of the...
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Video Game Stocks Breaking Out; Buy SE-US, EA-US, ATVI-US, ZNGA-US, CDR-PL, UBI-FR, and 9697-JP
Video game stocks have been a major focus of ours for several months with the space outperforming the broad market amid the coronavirus pandemic....
245 Views
KINO Indonesia (KINO IJ) - Health Drinks, Hair Vitamins, Halal Toothpaste, and Hand Sanitiser
Kino Indonesia (KINO IJ) remains an often overlooked Indonesian consumer play with an interesting stable of strong brands, with a leading market...
462 Views
Media Nusantara Citra (MNCN IJ) - Moving to Virtual Reality
A conversation with Media Nusantara Citra (MNCN IJ) yesterday revealed a company in relatively confident mood, rapidly adapting to the COVID19...
293 Views
Sea Ltd Trade Idea - Time to Shine - Market Discounting E-Commerce to Almost Zero
Global markets roiled as coronavirus situation continues to worsen across the world. Amidst the sell down, Sea Ltd (SE US) caught our attention. We...
505 Views