Where Are Global Value Funds Positioned?
With Value funds capturing some long awaited outperformance this year, we analyse the current holdings set up among the active Global Value funds...
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Covid-19/Economy/US-China/Beidou/Stocks
China News That Matters Getting back to normal, but… Slow recovery and backward moves Bills and insults as Europe squirms Ploughing on to rival...
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
546 Views
The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
589 Views
Eastroc Beverage (9980 HK) IPO: Close to Fairly Priced
Eastroc has solid growth with a 3-year EPS CAGR of 27.8%, supported by leadership in China's functional beverage market. Its IPO is fairly priced...
331 Views