MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted
MSCI EM Index $EEM Testing 1+ Year Resistance; Favor EM over EAFE $EFA. Top EM Country Overweights: Taiwan, India, Greece; Attractive EM Sectors:...
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GKE Corporation - FY26 Earnings Update - Record Revenue Masks Softness in Core Segments
GKE reported their FY26 results on 30th Jul 26. In this note, we talk about their FY26 earnings update and share our thoughts.
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The Week That Was in ASEAN@Smartkarma - JCNC Overstretched, Cimory Raises Funds, and AKRA's Growth
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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ASL Marine Initiation - A Deleveraging-Led Earnings Inflection
ASL Marine (ASL SP) is an SGX mainboard-listed specializing in marine services group shipbuilding, ship repair and conversion, and ship chartering.
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China Doing What It Does Best – Copying: Making Old Products/Vaccines Better & Cheaper
China Vaccine - using its math, science, and manufacturing strength to play Doctor to the world. They were the clinical trials themselves and now...
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