Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
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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
Thailand Short Interest Weekly (Jun 19th): Gulf Energy Development, BCPG, PTT GlobalChem, SCB X
We analyzed SET short interest report for the past week and highlighted short interest changes in Gulf Energy Development (GULF TB), BCPG (BCPG...
120 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
519 Views
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
464 Views