Smartkarma Originals
Asian Brokers: A Competition Between Value and Growth
The Original looks into the current competitive landscape of the brokerage sectors in China, Japan, and Korea, with a view to developing a list of...
1.8k Views
Global Emerging Markets Weekly: 28 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
312 Views
Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
378 Views
Tencent: A Closer Look at the Online Games Market and Its Relative Strength as Revenue Growth Slows
In this insight, I take a closer look at the Chinese online games industry, its long-term opportunity in a global context, and the relative...
463 Views
Tencent Macro Bull Support Met but Staring at 620 Pivot
Tencent (700 HK) 620 the hurdle/pivot to clear for a green light to avert a re test on the macro bull support at 560. Policy headwinds as China...
287 Views