Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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Global Equity Strategy: Prevailing Trends Persist
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Continued weakness in global...
586 Views
🇰🇷🇯🇵 That Was The Week That Was • North Asia 22nd-27th July 2019 @Smartkarma
TW3 NORTH ASIA 22-27 JUNESmartkarma's North Asian Insight providers produced 28 new Insights this week, mostly focused on a deluge of 'events' and...
752 Views
Smartkarma’s Week That Was in JP/KR: Tokyo Electron, Suruga Bank, & Depreciating KRW
KOSPI is up 1.3% YTD. KRW has depreciated 5.6% versus USD YTD. Nikkei is up 2.0% YTD. Yen has appreciated 1.3% versus USD YTD. In the past week,...
789 Views
*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
797 Views