Five Trends in Technology for 2024 - Outlook for Key Markets in Tech
After two years of working through the excessive growth witnessed in 2020, the $6 trillion e- commerce market is expected to accelerate modestly to...
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The Weekly Market Monitor (31) – Bye, Bye, Triple-A
The US has lost the Triple A-rating, which, unlike many suggest, will have major implications. If not in the short run, then definitely in the long...
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Weekly Stock Bullfinder - Week of 7/24
So far in 2023, mega-cap growth names such as Meta, Nvidia, Microsoft, and Netflix have continued to provide market leadership resulting in a 41%...
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The Weekly Market Monitor (29) - The Moment of Truth?
The US labor market remains uncomfortably tight, keeping bond yields high, providing massive pressure on overvalued Big Tech stocks to deliver on...
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The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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