Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
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Smartkarma Originals
The Cybersecurity Disruptors in Asia & A Global Cyber Attack Worse than the COVID-19 Pandemic?
In this Smartkarma Original, we provide a detailed analysis of the cybersecurity disruptors in Asia and the major drivers of the cybersecurity market.
907 Views
Aequitas: Jio Platforms Pre-IPO - The Negatives - Lower ARPU, Related Party
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the...
144 Views
Aequitas: Jio Platforms Pre-IPO - The Positives - The Long Planned Disruption
Jio Platforms (JPL) is looking to raise up to US$3.75bn in its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
144 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
394 Views