Korean Government Forces Google & Apple To Open Their App Stores to Alternative Payments
In a landmark case, the Korean government announced on 31 August that Google and Apple will need to open their app stores to alternative payment...
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The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
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NPS Is Selling Big in Korea - Will This Lead to an Underperformance of KOSPI in 2021?
As of 28 February, NPS net sold KOSPI for 42 consecutive days. NPS could sell an additional 24 trillion won ($21.4 billion) worth of Korean stocks...
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Smartkarma Originals
Asian OTT Wars
The Asian OTT sector is one of the most attractive industries to be in the next five years. In this Smartkarma Original, we discuss some of the...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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