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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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bullish
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Thematic (Sector/Industry)
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27 Jan 2017 17:06
The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
Angus Mackintosh
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516 Views
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bullish
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Thematic (Sector/Industry)
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25 Jan 2017 10:01
Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US)Â and Mastercard Inc (MA US) maintain...
Morningstar, Inc.
339 Views
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bearish
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Thematic (Sector/Industry)
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24 Jan 2017 12:32
Asia Market Strategy: What Does US Protectionism Mean to China and ASEAN?
With the US trade deficit with China dwarfing those with other countries (including ASEAN), US-China trade negotiation will come front and center...
Johannes Salim, CFA
353 Views
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bearish
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Macroeconomics
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23 Jan 2017 19:58
Money Matters: Is the Fed Behind the Curve?
While earnings integers on a number of equity market indices have been falling for a while, equities have held up extremely well globally and...
Stewart Paterson
396 Views
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bullish
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Thematic (Sector/Industry)
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15 Jan 2017 19:34
Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?
Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT)...
Control Risks
482 Views
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