Smartkarma Originals
ESports – Entering the Third Innings
In this Smartkarma Original we examine the state of eSports in Asia, examining differences with traditional sports and the games, teams and...
1.1k Views
China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
531 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
813 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views
China A-Share Strategy: Online Gaming and Video Streaming Get a Boost During Coronavirus Outbreak
Online gaming and video traffic has surged as most of Chinese were confined to their homes to wait out coronavirus outbreak as February data...
360 Views