Global Energy Stocks on the Move in Sep, while Telcos Lead Region
Energy stocks have led the global stock market over the past three weeks, while Telecommunication stocks have led the APAC region. In Singapore,...
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Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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Smartkarma Webinar | Singapore Investment Ideas
On 24 August, join our Webinar with Analyst Nicolas Van Broekhoven, who will go through his latest picks in the Singapore market.
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The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Active Commodity Plays Average 60%+ YTD Return on Strong Turnover
For the first 18 weeks of 2022, eight stocks whose share price gains have been largely associated with higher commodity prices, have averaged a...
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