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Smartkarma (SMARTKARMA SP)
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Smartkarma unites the fragmented investment research industry, connecting institutional investors, independent research providers, and corporates under a single network.
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bullish
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Thematic (Sector/Industry)
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24 Feb 2017 23:14
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
Angus Mackintosh
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260 Views
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bearish
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Thematic (Sector/Industry)
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20 Feb 2017 10:48
U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
Morningstar, Inc.
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230 Views
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bullish
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Smartkarma
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18 Feb 2017 13:59
Smartkarma - ECM Coverage Weekly Update (18 Feb 2017)
Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. Accuracy Rate: Our...
Zhen Zhou, Toh
173 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 23:23
The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
Angus Mackintosh
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373 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 15:53
ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
Paul M. Kitney, PhD
292 Views
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