GDS and VNET – Recent Pullback Provides Entry Opportunity, Long-Term AI Growth Solid and Strong
Both GDS and VNET has declined >70% from all time high, providing a golden entry oppportunity. GDS is a mature blue-chip play offering...
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China Technology:Â Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
471 Views
Exit the Dragon – the Mass Exodus of US Listed Chinese Companies
Is US-China financial decoupling affecting the US stock market? What's the future of US listed Chinese companies l? How can investors in China...
607 Views
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...
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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....
460 Views