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Smartkarma unites the fragmented investment research industry, connecting institutional investors, independent research providers, and corporates under a single network.
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bearish
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Macroeconomics
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03 Mar 2017 00:16
Money Matters: Deutschland Über Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
Stewart Paterson
804 Views
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bearish
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Macroeconomics
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01 Mar 2017 22:39
Money Matters: Ready for Lift-Off?
The Personal consumption expenditure numbers in the US were released today. Income grew 0.4% MoM, an annualised rate of nearly 5% but the deflator...
Stewart Paterson
329 Views
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bullish
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Thematic (Sector/Industry)
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24 Feb 2017 23:14
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
Angus Mackintosh
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377 Views
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bearish
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Thematic (Sector/Industry)
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20 Feb 2017 10:48
U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
Morningstar, Inc.
338 Views
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bullish
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Thematic (Sector/Industry)
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17 Feb 2017 23:23
The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
Angus Mackintosh
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507 Views
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