MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
540 Views
Quam Morning Note (5 Aug) - Fortune REIT
Fortune REIT (778 HK, NR) announced its 1H26 results. It reported revenue of HK$820.8mn and net property income of HK$584.3mn, representing a 3.9%...
116 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Dongshan Precision (东山精密) A+H Pre-IPO: Early Thoughts
Dongshan Precision is seeking an A+H listing. In this note, we look at the company's business, its industry context, and provide our early thought...
154 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
723 Views