China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
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Smartkarma Originals
Asian Healthcare - Coming of Age
This Smartkarma Originals Insight highlights 20 leading unlisted healthcare companies in Asia, mainly in digital healthcare and biopharma, that are...
1k Views
Pop Mart Pre-IPO - PHIP Updates - Still Riding on past Expansion
POP MART (POP HK) plans to raise around US$200-300m in its Hong Kong IPO. It is the largest and fastest growing pop toy company in China, in terms...
483 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
309 Views
Tencent Reduce, Pullback and Buy Support Levels
Tencent Holdings met our 620 rally projection and a level to reduce. Bear divergence warns of a weaker underlying posture that aligns with a...
282 Views