Smartkarma's Week that Was in JP/KR: Takara Stub Trade, Activist in Korea, & Suruga Saga
In the country of Shohei Ohtani, the Takara Holdings stub trade drew the most attention from the Smartkarma community. Both Curtis Lehnert and...
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Consumption Diary: HK Retail Isn't a Crazy Asian Story Anymore ; Actionable Insights @ SmartKarma
Highlights of this week's consumption diary: Crazy Asian shopping spree slows down. HK retail sales growth slows down further in tandem with...
789 Views
Korea Stock Market Monthly Recap #28 (August 2018)
KOSPI was up 1.2% in August, which was a month that provided numerous conflicting messages in the stock market. For example, there is such a huge...
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Smartkarma’s Week That Was in JP/KR: $30 Billion, 5,000, & 0.97
The last two weeks of August tend to be the "calm before the storm" period in the fall/winter. In this weekly, the "appetizers" include some...
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AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
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