Last Week in Event SPACE: Fast Retailing, Giordano, C&F Logistics, Swire, Japan's Big Dividend
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Aida Engineering (6118) Buyback - Not Big Enough, But Not Small; They Gotta Shrink E.
Smallcap press machinery company Aida Engineering has a lot of inbound cross-holdings and a lot of net cash (and securities). It announced a high...
440 Views
EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
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Global Equity Strategy:Â Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
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The Week That Was in NorthAsia@Smartkarma - Catwoman's Cosmetics, Basquiat, And "Mr. G. Shepherd"
In this week's "The Week that was in NorthAsia@Smartkarma,"Â we interview Ally Park, Smartkarma's latest independent insight...
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