Smartkarma Originals
China Environment Sector Deep Dive: Solid Waste Treatment
We are positive towards the outlook of China's solid waste treatment industry and believe the current share price level is a very good entry point,...
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Hong Kong Single Stock Options Weekly June 15–18: Lockups and Vol Divergence in Focus
Hong Kong stocks weakened in a holiday-shortened week as poor breadth, lockup concerns and widening implied vol divergence shaped the backdrop.
164 Views
Screening the Silk Road: (Small) Mid Cap Free Cash Flow
The overall expectation at the start of H1 2019, was that following a decade of seeing growth as the key focus (as ultra-accommodative global...
522 Views
Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
518 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
794 Views