Global Emerging Markets Weekly: 9 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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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...
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Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
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Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
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Accelerating Structural Trends to Drive Continued Outperformance in China Tech
We maintain our overweight on Hong Kong and China Tech as the dual COVID tailwinds of permanently shifting consumer behaviors and rapid enterprise...
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