Screening the Silk Road: Q2-2020 Small-Mid Cap GARP (Zulu Warrior Screening)
Growth as an investment style has remained prominent over the COVID-19 period, reinforcing its decade long dominance over the value. The key...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
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The Week That Was in Greater China @Smartkarma: Best Inc IPO, Ctrip Results, China Macro Debate
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 2nd through September 8th and features a selection...
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Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
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