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
The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
432 Views