Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
583 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
412 Views
Tobacco: A Framework for Analyzing the Sin Sector from an ESG Perspective, with a Focus on ITC
Contrary to the perception that the rising adoption of socially responsible investment practices has caused Big Tobacco to be shunned by portfolio...
1.7k Views
Japan/Tobacco/Reduced-Risk-Products: JT's Ploom Guns for IQOS's Crown With Price War
Overview By definition, reduced risk products (RRPs) refer to the category of tobacco products that present a lower risk to smokers of these...
743 Views
Venture Corp (VMS SP) And Other Singapore Tech Stocks: The Baby or the Bath Water? - Part 1
The recent trade spat between the US and China has brought pain to the Singapore Tech sector. Investors have indiscriminately dumped the sector...
390 Views