Stock Recommendations (Vietnam Market)_August 2023
As a member of the Vietnam National Oil and Gas Group, the PV Gas Company was founded in 1990, with the mission of extracting, shipping,...
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Industry Report - Real estate - Negative - Waiting for a solution
2022 was a challenging year for the real estate industry, as both demand and supply recoveries were weaker than we anticipated.
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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...
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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...
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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...
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