H1 CY2026: A Review of Our Hits and Misses Across Japan, China and India
A review of stock performance in China, Japan, and India in H1 CY2026, highlighting top performers and underperformers with key reasons for stock...
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Smartkarma Originals
China Consumer Discretionary: Beneficiaries of The Nationalistic Trend
We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China's consumer discretionary sector...
1.6k Views
China A-Shares: Powering to New Highs
China A-Shares allocations have hit new highs among EM investors. We see a clear rotation in to A-Shares, with all measures of ownership moving...
493 Views
Midea Group (300 HK) - The Secret Sauce : Global Breakthroughs, Tech Innovation & Cost Leadership
Midea stock price has rallied by 18% in last 20 days. As noted in our late-June comment, Midea saw a surge in European demand for its air con amid...
292 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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