The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Weekly Innovation Review (WIRE) #51
Samsung (005930.KS) and Harvard University have published new research outlining the vision of copying the brain’s neuron...
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Global Fund Positioning Update:Â Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
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Weekly Innovation Review (WIRE) #50
SpaceX (private) has completed the world’s first all-civilian mission to space, sending four passengers into Earth’s orbit without any...
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Conditions Continue To Improve; EM Buy Signal; Growth Outperforming; Gold Vs. SPX Downtrend Intact
Emerging markets (EEM) appear to be bottoming; one attractive buy candidate is JD.com (JD). We also highlight buy opportunities within Energy...
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