Quiddity Leaderboard ES50: US$1.2bn One-Way in Jun26; 3 ADDs and 3 DELs Likely in Sep26 with a Twist
ASML capping drives US$1.2bn of flows this Friday. For September, we see Societe Generale narrowly sneaking into the rankings to become an expected...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
920 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
831 Views
Nokia (NOKIA FH): Fast-Entry Potential into Eurozone Top 50 in Jun26
NOKIA is estimated to have missed fast-entry into Eurozone Top 50 at the last minute for the June 2026 quarterly review, following a 6.3% price...
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