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...
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Smartkarma Originals
Male Grooming in Asia: Blooming Prospects. Skincare to Drive Growth
Steady expansion in the Male grooming sector in China & India is led by a generational shift in grooming habits and not a passing fad. Only a few...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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Quick Picks: Top Investable Brands From The 2020 Singles-Day Shopping Festival
Most winning brands cannot lead to an investable business in China, but here are our four hand-picked rare species that are investable from TMall's...
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What Would Warren Buffett Buy In This Panic?
There has been a huge panic in the global financial markets caused by the COVID-19 coronavirus. Some people compare this panic to the one in 2008....
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