Smartkarma Originals
The Cybersecurity Disruptors in Asia & A Global Cyber Attack Worse than the COVID-19 Pandemic?
In this Smartkarma Original, we provide a detailed analysis of the cybersecurity disruptors in Asia and the major drivers of the cybersecurity market.
907 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/20/2020
Some datapoints that caught our eye last week in TMT.Obexâs fundamental research process is focused on secular change in the TMT and Consumer...
412 Views
Trade War/Huawei/Economic Policy/Bad Bank/Market Opening
China News That Matters Donât say we didnât warn you! Twitching the iron curtain What to do as cars tank and profits droop Beijing rescues...
675 Views
Mapletree Industrial Trust Deal Underscores Data Centres' Impact on Global Industrial Real Estate
While the amount of real estate needed by data centres is small in comparison with the volumes required for e-commerce, we are seeing that data...
825 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
 âThe âPeak Smartphoneâ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
464 Views