What's Going On With Tesla's Demand?
Tesla still struggles to sustain sales strength in its largest markets, even as it plans extraordinary increases in capacity. What’s really going...
746 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
204 Views
The Anatomy of the US Underweight (And the Effect of Rising Passive ETF Flows in the US).
ETF inflows drive underweights in US equities to record levels. Active buying to close underweights in major index stocks fuels the rally further...
275 Views
What To Expect in Tesla's Critical Q3
Tesla will report revenue and earnings this week which likely mask far weaker underlying core performance. Best to read between the lines and...
718 Views
Xi & Shenzhen/ Trade/ US-China/ Taiwan/ Electric Cars
I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the...
248 Views