Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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HSI, HSCEI, HSTECH, HSIII, HSBIO Index Rebalance: US$6.4bn of Flows Post Capping (Dec 2025)
The Dec rebalance of the HSI, HSCEI, HSTECH, HSIII, HSHKBIO indices will use today's closing prices for capping. The round-trip trade across the...
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Asian Equities: Southbound Zeal Dips; Some Established Themes Looking Tired, Others Rejuvenated.
Southbound buying dipped in October-November. Focus remains on stocks catering to domestic consumption & AI adoption. Semiconductor & biotech zeal...
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KWEB Index Rebalance: 5 Adds & A Delete
There are 5 adds and 1 delete for the KWEB ETF in Dec. Most of the changes were forecast but short covering and positioning could take the stocks...
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Suzhou Novosense A/H Listing - Strong Growth but Lacks Margin Stability
Suzhou Novosense Microelectron (688052 CH), an analog chips producer, aims to raise around US$285m in its H-share listing. In this note, we talk...
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