HONG KONG ALPHA PORTFOLIO (April 2025)
The Hong Kong Alpha portfolio underperformed its benchmark index during April by 1.1%. Since its inception last year, the portfolio has...
613 Views
Still Bearish, But On Watch for Bear Market Rally; Buying Toshiba 6502-JP, Defensive Sectors
The $DAX and Hang Seng are reversing their downtrends while China $MCHI and China Internet $KWEB are currently testing their respective multi-month...
742 Views
The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
522 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
453 Views
When Indonesian Billionaires List Outside Jakarta: Minority Shareholders Should Think Twice
The most populous regions in the world are China, India, the United States of America, and the European Union. Indonesia completes the top 5 with...
712 Views