Roundup of Government Economic Supportive Policies: Key Winners
We expect the government economic supportive policies released in the last few days to drive the infrastructure, new energy, consumer discretionary...
445 Views
Chinese Airlines: Domestic Market Gets a Little Challenging in the Near Term, How to Play It?
Slowed domestic air traffic in Dec and rise in local COVID-19 cases mean more challenging environment in the next two months. "Long Air China,...
488 Views
Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
539 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
658 Views