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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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Smartkarma
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28 Jan 2017 12:26
Smartkarma - ECM Coverage Weekly Update (28 Jan 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
190 Views
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bullish
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Thematic (Sector/Industry)
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27 Jan 2017 20:06
Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
Control Risks
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201 Views
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bullish
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Thematic (Sector/Industry)
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27 Jan 2017 17:06
The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
Angus Mackintosh
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344 Views
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bullish
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Thematic (Sector/Industry)
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25 Jan 2017 10:01
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
Morningstar, Inc.
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228 Views
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bearish
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Thematic (Sector/Industry)
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24 Jan 2017 12:32
Asia Market Strategy: What Does US Protectionism Mean to China and ASEAN?
With the US trade deficit with China dwarfing those with other countries (including ASEAN), US-China trade negotiation will come front and center...
Johannes Salim, CFA
205 Views
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