Technology One: Our Top SaaS Pick From APAC
Although the share seems a bit elevated at the moment, we feel that Technology One should be worth following among long-term, quality-focused...
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Emerging Markets Breaking Out
Emerging markets (EEM-US) are breaking above major $46.30 resistance to hit highs not seen since June 2018. Additionally, RS on EEM-US is near 1...
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Quick Picks: "Rule of 40" Software Superstars Across APAC
We hand-pick three software superstars that have been earning high Rule-of-40 scores and may continue to do so in the near future from the APAC...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Smartkarma Originals
Short-Sell Strategies – How to Get Teflon Coated?
This insight has been produced jointly by Shifara Samsudeen, ACMA, CGMA ​and Supun Walpola ​at LightStream Research ​ In this Smartkarma...
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