Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
137 Views
Not an Epic Ruling Against Apple
We examine developments in Epic's legal battle with Apple to identify potential long-term implications and winners and losers.
251 Views
ECM Weekly (12th September 2021) - Sea, Simplex, PHC Holdings, Kakaopay, Novotech, Airdoc, K Car
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
315 Views
Sea Ltd (SE US) - The Runway Just Got Longer
Sea Ltd just announced a US$6.8bn fundraise which gives the company a war chest of US$13bn to expand both geographically and into new areas such as...
374 Views