US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
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Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
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A Review on China Online Baijiu Sales in 2017 – High-End Baijiu Is Keeping up the Momentum
Data up to Nov 2017 Baijiu online sales continue to be driven by holidays and promotion events; Chinese New Year, June, and November tend to be the...
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Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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