EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Chinese Airlines: Domestic Market Gets a Little Challenging in the Near Term, How to Play It?
Slowed domestic air traffic in Dec and rise in local COVID-19 cases mean more challenging environment in the next two months. "Long Air China,...
488 Views
Smartkarma Webinar | Asia Restaurant Sector: Disrupted
In our next Smartkarma Webinar, we are joined by Insight Provider Devi Subhakesan, who will discuss the topic of disruption in Asia’s restaurant...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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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...
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