Emerging Markets Leading the Way; Buying Energy; Crude Oil Bottoming -- Buy
Emerging Markets Leading the Way; Buying Global Energy and Consumer Staples Names; Crude Oil Bottoming -- Buy. Monitoring a few potential concerns
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
969 Views
Asia Frontier Capital Travel Report: Pakistan
I had the opportunity in early October 2016 to attend a three-day fund manager conference organized by one of our Pakistani brokers in Lahore (one...
1.4k Views
Oil Marketing Sector – Major Beneficiary of Improved Macros
Investment Thesis: Oil marketing sector (OMCs) of Pakistan is set to benefit from strong sector dynamics and improving economic fundamentals. The...
326 Views
Playing the OPEC Deal
Oil prices have had a jittery week after the shock of the US elections leading to a dollar resurgence and abject confusion over the impact on the...
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