Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
335 Views
Can The "Co-Operation Companies Profit Sharing System" Really Be Passed into Law in Korea?
One of the most significant regulations to look out for in Korea in 2H 2020 is the "Co-operation Companies Profit Sharing System" (ķė „ źø°ģ ģ“ģµź³µģ ģ ),...
401 Views
Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
1k Views
737 MAX & A320neo Production Targets Will Probably Not Be Achieved Due to LEAP Engine Shortage
Boeing 737 Max Vs Airbus A320neo The increase in the oil price and price competition between airline operators (especially in the case of short-...
713 Views
Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.Ā Ā In todayās report...
559 Views