AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
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China "6.18" Home Appliance Online Sales
Online sales of the overall home appliance sector during the "6.18" promotional event went up by 37% vs 2017. Premiumization prevails among key...
596 Views
Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
304 Views
China A-Shares:Â EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
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A Closer Look at Premiumization: Decoding Millennials Online Spending
Premiumization in China has been an unstoppable trend as China’s economic reform continuously spurs the growth of consumer sector and benefits...
313 Views