🇯🇵 JAPAN • Who's Swimming Naked? > Part 1: Audit Score
“You only find out who is swimming naked when the tide goes out. “- Warren BuffettWHO'S SWIMMING NAKED? - This is the first part of three Insights...
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Coronavirus QE, the BOJ, and ETF Buying
After the worst week in US equity markets in a long time, with sharply rising equity volatility causing risk parity funds and their ilk to shed...
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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Sony 3Q Results: Image Sensors Surpass Game & Network Services to Become the Largest OP Generator
Sony reported its 3QFY03/2020 results on Tuesday which saw revenues growing 2.6% YoY while OP declined 20.4% YoY during the period. However, both...
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Xiaomi: Thoughts on Recent Share Price Rally
Xiaomi’s share price has gained nearly 24% over the last one-month and closed at HK$13.34 per share on Friday, 24th January 2020. The market has...
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