EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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HSCEI Dividends - Small Impact of Upcoming Index Review
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have rallied around 5% mainly driven by a 1%...
380 Views
U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
450 Views
Smartkarma Originals
Notes from the Silk Road: Vitasoy Int'l Holdings (0345.HK) - How Long Can the High Last? (Full Note)
How long can the high last?On the 1st January 2019, the South China Post[1]published a story on Vitasoy International Holdings (Vitasoy 0345.HK)...
1.2k Views
Dali Foods (3799:HK) FY18 Results: Revenue Growth Collapses in H2, But Margins Hold Up So Far
We launched coverage of Dali Foods Group (3799 HK) in February with a Sell rating and a HK$4.18 target price. FY18 financial results, which were...
636 Views