Kingdee Placement - Past Deals Haven't Done Well in the near Term
Kingdee International Software (268 HK) aims to raise around US$316m via a placement.The stock has done exceptionally well this year, up 145% YTD,...
478 Views
Netease (NTES US): Upward Journey to Continue
We highlighted NetEase Inc (NTES US) and Tencent Holdings (700 HK) in our April report Strategy: Looking for Inspiration in the Time of COVID-19 as...
420 Views
Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
430 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...
1.9k Views
Hang Seng TECH Index - New Kid On The Block
Last evening, the Hang Seng Indexes Company announced the launch of the Hang Seng TECH Index on 27 July. The new index will track the 30 largest...
748 Views