EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Visit to the G-Star Game Exhibition in Busan
I visited the G-Star game exhibition in Busan last Thursday (November 14th), which is the largest game exhibition held annually in Korea. The...
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South Korean Flight. GEM Investors Scale Back Allocations
Allocations in South Korean stocks have hit their lowest levels in at least 8-years among GEM active managers. Average holding weights have...
853 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...
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Screening the Silk Road: Q3-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
In January 2019, we re-examined the divide between value and growth stocks, citing expectation of a reversal to value based on historical data and...
684 Views