Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
402 Views
Tencent & Alibaba Are Both Globalizing E-Comm Livestreaming; Here's Why Tencent Can Win
China's 618 festival highlighted the importance and success of e-commerce live streaming as a channel for brands in a post-COVID world. With the...
328 Views
Archosaur Games IPO Initiation: Play On
Archosaur Games (ARCH HK) is a leading games publisher in China focusing primarily on mobile MMORPG (massively-multiplayer online role-playing...
420 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
291 Views
Xiaomi (1810): Overvalued and Lingering Overhang
Xiaomi Corp (1810 HK) share price has gone up around 10% in the past few days due to a couple of reasons namely re-rating from brokers, new product...
298 Views