Primer: Li & Fung (494 HK) - Aug 2026
Privatized to Navigate Transformation: Li & Fung was delisted from the Hong Kong Stock Exchange in May 2020 and taken private by the Fung...
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Asian Bond Monitor: Stay A-Float
The Fed hikes into an oil shock near USD100/bbl. We expect Asian USD bond yields to keep rising. Stay Neutral, favor floaters and ladder short...
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Two Big Changes to SHEIN's Business Model in Response to the End of US "De Minimis" Exemption
Now that fast-fashion giant SHEIN has finally filed offering documents in Hong Kong (July 27), we believe it's a good time to revisit the company's...
388 Views
Smartkarma Originals
Fast Fashion in Asia: Trendy Clothing’s Toxic Trails - Investors Beware
Fashion industry is a leading polluter of water, air and land and its rapid growth has inflicted serious environmental damage in manufacturing...
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Indonesia Property -Â Harnessing the E-Commerce Boom in Indonesia - On the Ground in J-Town
The 7th Annual JLL Indonesia Real Estate Forum in Jakarta saw record attendance, with around 600 real estate clients attending. The room was...
295 Views