The Stocks to Own in Asia ā Vol. 34
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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Smartkarma Originals
China Infrastructure Deep Dive: Gas Utilities H & A Shares
China's Gas Utilities sector will continue to present a high growth story for investors, despite their significant outperformance over the last few...
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ENN Energy (2688 HK): Precedent Set as the Offer Is Effectively Blocked by Regulators
The CSRC's non-approval is unprecedented, as the offer has already received approvals from the NDRC, MoC, and SAFE. My estimated deal-break price...
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BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ SOUTH KOREA:...
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