Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
772 Views
China A-Share Boom. Overtakes Russia in GEM Portfolios. Health/Tech/Industrials Lead.
China A-Share allocations have hit new highs every month so far this year, overtaking Russia as the 6th largest 'country' holding. Sector...
354 Views
SH/SZ Connect Flow Weekly: $4.3bn Inflows as Shanghai Comp Hit 3,400
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
292 Views
CHINA FLOW: Bubble, Bubble, Toil, & Trouble (Watching Turnover, Margin, and Excess)
Monday morning 6 July, the China Securities Journal carried an editorial which was widely reported to stoke bullish fervour. The FT said the...
687 Views
SH/SZ Connect Flow Weekly: Luzhou Laojiao, Unigroup, Wuliangye, Lens Technology
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
286 Views