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Smartkarma Originals

Smartkarma Originals
Exclusive research engaged by Smartkarma

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21 Feb 2024 17:37
Smartkarma Originals

ASEAN EV Ecosystem Update: Further Initiatives to Build a Regional EV Ecosystem

Development of a robust EV ecosystem remains a primary goal of the governments in the region. Governments continue to introduce new initiatives...

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09 Feb 2024 11:30
Smartkarma Originals

Japan Consumer Staples Update: Inflation Looks a Blessing in Disguise for Those with Pricing Power

Inflation in Japan has been on a decline over the year, reaching 2.6% in December 2023 after peaking at 4.3% twelve months prior.

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07 Feb 2024 17:50
Smartkarma Originals

China Online Marketplaces: 4Q23 Preview

The sector's brutal de-rating since last 4Q already priced in a dire outlook. While we expect lackluster 4Q results season in general, we believe...

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Eric Chen
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bullishPrudential
18 Jan 2024 08:00
Smartkarma Originals

APAC Insurers Series (#4): How We See the 3 Insurance Stocks in 2024

While we see limited upside in both PICC P&C and Samsung Life, we believe Prudential is the only one out of the three insurance stocks we...

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13 Jan 2024 10:21
Smartkarma Originals

A Bull Investment Case for TSMC (Summary Version)

As we approach the 5 year anniversary of this SK original on TSMC, I'm quite proud of the how the analysis it contains has stood the test of time....

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