China A-Share Boom. Overtakes Russia in GEM Portfolios. Health/Tech/Industrials Lead.
China A-Share allocations have hit new highs every month so far this year, overtaking Russia as the 6th largest 'country' holding. Sector...
471 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views
Asia Short Bets as Strong Horses Bend
Asia's strong horses are showing weakening stances that are vulnerable to follow the bear camp lower from key sell resistance points. US tech hangs...
484 Views
US/Mainland China - De-Escalation Appears Evident
*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...
417 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
514 Views