Global Stock Positioning: MSFT Dominates, Mag7 Record U/W, Apple Inflows, Tobacco Uninvestable?
The latest in stock-level investor positioning among over 300 active Global funds. We explore the AI boom, key over/underweights, Tobacco's...
585 Views
Krungthai XSpring Zoom Eng. November 27, 2024
Technically, the SET Index is expected to move sideways, with the support at 1,432/1,428 points (75-day EMA) and the resistance at 1,448/1,453...
96 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware, Ginebra San Miguel, and Singapore Banks
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Ginebra San Miguel (GSMI PM), DigiPlus Interactive (PLUS PM), Keppel DC REIT and...
588 Views
Overseas Equity ETFs Surpass Domestic Equity ETFs For the First Time in 17 Years
One of the biggest trends impacting the fund flow in Korea this year has been the huge capital inflow into overseas equity ETFs.
1.7k Views
A Primer on Digital Advertising - [Making Markets, EP.49]
Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...
389 Views