Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
734 Views
Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
659 Views
Japan Retail Review and Ranking 2018-19: Profit Growth Slowing as Competition Increases
The following is an in-depth review of the retail sector results for 2018-19 giving investors a quick overview of the strengths and weaknesses in...
630 Views
🇰🇷🇯🇵 That Was The Week That Was • North Asia 12th ~18th August 2019 @Smartkarma
• TW3 NORTH ASIA 12~18 AUGUST •Smartkarma's North Asian Insight providers produced 20 new Insights this week, evenly split between 'bullish' and...
578 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 10-16th June 2019 @Smartkarma
TW3 NORTH ASIA 10-16TH JUNESmartkarma's North Asian Insight providers were overwhelmingly bullish this week. In the Event-Driven space, Sanghyun...
683 Views