MercadoLibre: The Jewel in the Latam Crown
MercadoLibre is the most widely held stock in the South American region among active Global managers. Ownership growth has been strong, but...
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The Week That Was in ASEAN@Smartkarma - Link Net, KBANK, and Grab's Delay
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
278 Views
Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
560 Views
Emtek (EMTK IJ) - The Indonesian Digital Game of Thrones
EMTEK remains the largest locally listed proxy to play digital media, e-commerce, and digital payments in Indonesia. The news that Grab has taken a...
553 Views
Sea Ltd (SE US) - The Stickiness of Shopee Food
The launch of ShopeeFood in Indonesia potentially represents a threat to Gojek and Grab but also a potential future growth engine for Sea Ltd in...
759 Views