India's Paper Industry Ready for a Hangover? | Insights from Meeting with Supplier & Trader
We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China,...
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Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
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Lee & Man (2314): Higher Dividend, AI + ASEAN Launch
Lee & Man Paper exceeded expectations in 2025 with a 50% YoY profit jump, doubled dividend, and AI-driven production efficiency leading to higher...
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The Week That Was in Greater China @Smartkarma: Best Inc IPO, Ctrip Results, China Macro Debate
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 2nd through September 8th and features a selection...
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