Global Emerging Markets Weekly: 12 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
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Screening the Silk Road: Q4 2021 High-Risk Names to Avoid
As we move through into Q1 2022, we expect to see volatility around highly priced & leveraged names. This screen is a key starting point towards...
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Sony – The Upgrades Should Keep Coming
Sony's guidance and consensus remain too low as Electronics and Semiconductors are likely to beat significantly, as could Gaming depending on PS5...
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Sony – Epic Metaverse Possibilities with Kraken and Friends
A little over a year ago we highlighted the Kraken compressions technology which gave the PS5's SSD an edge, and it now appears that Kraken has...
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