Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
1.4k Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
566 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
813 Views
F&B Retail in 'New Normal' Post-COVID - A Mixed Outlook. Gainers and Losers. Starbucks China Update
Starbucks Corp (SBUX US) reported that 98% of its stores in China are now open, albeit with safety measures -limited seating, reduced hours-in...
534 Views
China A-Share Strategy: To Revive Economic Growth as Getting past Coronavirus
China would step up the effort to stimulate its faltered economy by raising the fiscal deficit ratio and selling special government bonds, as...
374 Views