1. The US Fed May Find It Hard NOT to Cut Rates in 2024By Michael…
Smartkarma ContentDecember 3, 2023
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1. Increase in Trading of Inverse ETFs in Korea Post Temporary Ban on Stocks Short…
Smartkarma ContentNovember 19, 2023
1. QT Dead...Risk On Again? By Michael J. Howell, CrossBorder Capital Risk asset markets are…
Smartkarma ContentNovember 9, 2023
1. Semiconductors. The Downturn Is Over. Or Is It?By William Keating, Ingenuity Global semiconductor sales…
Smartkarma ContentDecember 3, 2023
1. As Expected from Our Earlier BOM/CoWoS Analysis, Consensus to Raise Nvidia Estimates InevitablyBy Andrew…
Smartkarma ContentNovember 26, 2023
1. Taiwan Dual Listings Monitor: TSMC ADR Spread at Decent Short Level; UMC ADR Short…
Smartkarma ContentNovember 19, 2023
1. Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color…
Smartkarma ContentNovember 12, 2023
1. KWEB Index Rebalance: Fenbi (2469 HK) & YSB (9885 HK) AddedBy Brian Freitas, Periscope…
Smartkarma ContentDecember 3, 2023
1. JSR (4185) - Time To Fight The FUDBy Travis Lundy, Quiddity Advisors Many months…
Smartkarma ContentNovember 26, 2023
1. Big M3 (2413) Partial TOB As Pasona Sells Control of Benefit One (2412): Really…
Smartkarma ContentNovember 19, 2023
1. Korea Short Sell Ban: Background, Manipulation, Holdings, Flows, Short Interest, ImplicationsBy Brian Freitas, Periscope…
Smartkarma ContentNovember 10, 2023
1. Denso Offering, Buyback, and New Cross-Holding Reduction Policy - It WAS a TrapBy Travis…
Smartkarma ContentDecember 3, 2023
1. Large GS Yuasa (6674) Placement - 20% Dilution, Needs Lots of LoveBy Travis Lundy,…
Smartkarma ContentNovember 26, 2023
1. Asahi Group Placement - Relatively Small One when Compared to Previous Large JP Secondary…
Smartkarma ContentNovember 19, 2023
1. Renesas Electronics Placement - Well Flagged US$1.8bn Deal, Accelerated but Index Flows Should HelpBy…
Smartkarma ContentNovember 12, 2023
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