21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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StubWorld - Set-Up & Unwind Extremes:Â Sina Corp, JCNC
This week I briefly look at the ongoing bifurcation in Sina Corp (Class A) (SINA US) vs. %-held Weibo Corp (ADR) (WB US)Â after its MI double down;...
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The Week that Was in ASEAN@Smartkarma - Education, Casinos and Political Shenanigans
Special Insight from Howard J Klein In How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos, Howard J Klein...
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Indonesian Infrastructure - UnUsual Suspects
Which companies come into your portfolio when you want to invest in Indonesian infrastructure...
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