NPS Is Selling Big in Korea - Will This Lead to an Underperformance of KOSPI in 2021?
As of 28 February, NPS net sold KOSPI for 42 consecutive days. NPS could sell an additional 24 trillion won ($21.4 billion) worth of Korean stocks...
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Smartkarma Originals
Asian OTT Wars
The Asian OTT sector is one of the most attractive industries to be in the next five years. In this Smartkarma Original, we discuss some of the...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment
In our previous insight, we spoke about 5G being a disappointment, a possible delay in 5G adoption, and how WiFi-6 could take its place. In this...
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Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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