Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
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Postcard from Hanoi | Xin Chà o Việt Nam
​Exploring Vietnam's potential for growth and investment opportunities, despite challenges in capital markets and institutional participation....
490 Views
Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
502 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
969 Views
Vietnam: Global Index Inclusion Probability Jumps; Updated Names & Flows
The MoF approval for international investors to place orders through global brokers resolves the main hurdle for global index inclusion. Passives...
519 Views