Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
677 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
683 Views
Shortlist Of High Conviction Ideas Across Japan, China, India - May 2026
As per Indian government retail registration website - Vahan - Automobile retail sales looks to be soft in the month of May'26. Few exceptions like...
230 Views
February U.S. Auto Demand: Lower Incentives for Lower SAAR?
February SAAR sequentially weakened to 16.6m units from 16.7m units in January 2019, and declined on YoY basis from 17.0m units in February 2018. ...
390 Views
Suzuki Motor (7269 JP): A Year of Two Distinct Halves; FY 2026 May Surpass Management Expectations
Maruti Suzuki is on track to deliver double digit domestic volume growth in May 2026(its 12% YoY) as per government retail registration website -...
136 Views