Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
492 Views
Norwegian Fund’s Stand on Page Industries: Market Can No Longer Ignore Labour Rights Violations
The Council of Ethics of the Government Pension Fund Global (GPFG), the Norwegian sovereign fund, recommended on February 19, 2020 that Page...
547 Views
Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
2k Views
Indian IT Services: COVID-19 Revenue Impact Troughed, Recovery Already Priced In?
The key takeaways, from the recent reporting season, was that 1) the revenue impact from the COVID-19 pandemic was sharp, but less than expected,...
579 Views
Indian IT Services: 4Q FY2020 Results Overview and Valuation Update
In this insight I give a brief an overview of the recent reporting period, evaluate the potential impact from COVID-19 on these high-quality...
360 Views