Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
1.1k Views
U.S. Equity Strategy: Bullish Outlook Intact
Amid rising Middle East tensions, investors have moved to safe-havens including Treasuries and gold, all while having a muted effect on the US...
561 Views
U.S. Equity Strategy: Upgrading Manufacturing Sector
The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode...
765 Views
U.S. Equities: Downgrading Manufacturing and Materials; Large-Cap Financials at Critical Support
So far the S&P 500 has failed to overcome the 2,790-2,800 resistance level we first highlighted in our 6/5/18 Compass. However, while a...
299 Views
Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
363 Views