Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
179 Views
Smartkarma Webinar | ESG Metrics and Materiality - What Matters to Whom and Why
On 25 August, 5pm SGT, join us and Kyle Rudden for an overview of the “Metrics and Materiality” issue and debate in ESG investing. This webinar is...
787 Views
ESG and BNPL: Whether It's "Buy Now, Pay Later" Or "Buy, Not Pay Later" Makes All the Difference
This delves into a few specific ESG issues highly material to BNPL companies. It is intended as a complement to Jason Yaps excellent comprehensive...
503 Views
Singapore’s Recent Manufacturing Growth Extended to Stocks
Singapore’s Manufacturing Sector expanded 14.5% YoY in 1H21 from 1H20, with June’s 3.0% MoM decline being the largest MoM decline since...
466 Views
Technology Demand Led Manufacturing Stocks in 1H21
Similar to the role of manufacturing in Singapore’s economy, Singapore’s 20 most traded stocks with manufacturing-related activities have also...
1k Views