The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
470 Views
Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
667 Views
Internet Retail: EM Funds Raise Overweights
The percentage of funds positioned overweight the Internet Retail sector hits record highs as Value funds enter the picture.
509 Views
China TMT Update(Apr.12)-BIDU/BABA/SE/PDD/SHEIN - More Companies Announce Large Language Models
BIDU：More companies announce/release large language model projects（-） BABA/SE: Brazil cancels tax exemption for cross-border ecommerce (-) PDD:...
430 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
524 Views