EM Positioning 2018: The Big Exposures & Risks
The drivers of returns for EM managers in 2017 were dominated by China and Technology stocks (see EM Positioning Review 2017. The Key Drivers of...
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The Week that Was in ASEAN@Smartkarma - Cheap Real Estate, Internet Retailing, and Binary Returns
This week's offering in ASEAN@Smartkarma includes the usual eclectic mix bottom up and top down and thematic insights from across South East Asia....
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Week Ahead in Global Macro: Last Yellen FOMC, US Treasury Funding, Eurozone GDP/CPI, US Jobs
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we turn long EUR-USD...
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Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Price Hike Failed, ASPs Down Again in December
Tracking Traffic/Chinese Express & Logistics is a new research product designed to be the focal point for all of our research on China's...
382 Views