Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Trade War/Huawei/Economic Policy/Bad Bank/Market Opening
China News That Matters Don’t say we didn’t warn you! Twitching the iron curtain What to do as cars tank and profits droop Beijing rescues...
675 Views
Buy or Sell/Europe/Trade War/Huawei/Financial Services
China News That Matters Ride that A-Share wave. Until you can’t Europe looks East Change, China! You’ll thank us for it We’ll buy your gear -...
622 Views
Bearish Tech Stance Still Performing, as 5G Rollout Looms
‘The ‘Peak Smartphone’ theme justified an underweight stance back in Q4 across the most heavily exposed Asian supply chain stocks, with DDR4 DRAM...
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