Curator's Cut: Seeing the Light in AI, Indonesia at Record Lows & Offbeat Ideas in Asia Healthcare
​Discover standout themes in AI infrastructure, Indonesia's challenges, and Asian healthcare opportunities in this Curator's Cut issue. Share your...
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Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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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...
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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...
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