Exit the Dragon – the Mass Exodus of US Listed Chinese Companies
Is US-China financial decoupling affecting the US stock market? What's the future of US listed Chinese companies l? How can investors in China...
610 Views
Macau Gaming:Â Beaten up Sector Has Potential to Reverse
As sentiment begins to turn in Macau Gaming stocks, Global EM investors are positioned at their lowest levels in a decade.
568 Views
Smartkarma Webinar | Asia Restaurant Sector: Disrupted
In our next Smartkarma Webinar, we are joined by Insight Provider Devi Subhakesan, who will discuss the topic of disruption in Asia’s restaurant...
653 Views
Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
467 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
472 Views