Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
China ADRs Secondary Listing - Holding Foreign Companies Accountable Act - I'm Coming Home
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
679 Views
EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
412 Views
Pinduoduo Bribery (拼多多) - Perception Matters
Pinduoduo (PDD US) alerted the police regarding a suspected bribery that involved Cue Holdings and a Pinduoduo staff. In this note, we take a quick...
480 Views
Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
496 Views