Daily BriefsMacro

Daily Brief Macro: Smartkarma Webinar | Investment in China – Winter of Despair or Spring of Hope? and more

In today’s briefing:

  • Smartkarma Webinar | Investment in China – Winter of Despair or Spring of Hope?
  • China: No Matter What Happens, President Xi Is the Big Loser from Political Unrest
  • The Week That Was in ASEAN@Smartkarma – Grab, Sea Ltd, and GoTo’s Lock-Up
  • The Commodity Report #79

Smartkarma Webinar | Investment in China – Winter of Despair or Spring of Hope?

By Smartkarma Research

In the next webinar, we welcome Smartkarma Insight Provider Evelyn Zhang who will share with us her views on the current climate of investments in China, along with her top picks and insights for investors. Have any questions about the investing climate in China? Get your questions answered in the live Q&A session that will conclude the webinar.

The webinar will be hosted on Wednesday, 30 November 2022, 17:00 SGT/HKT.

With over a decade’s worth of experiences in Morgan Stanley, Bank of America Merrill Lynch, Agricultural Bank of China, Lenovo, Evelyn’s expertise includes research and investment into tech companies of all stages. Experienced in asset management, private equity, strategic investment, investment banking, equity research, corporate finance, Evelyn is particularly focused on emerging technology.


China: No Matter What Happens, President Xi Is the Big Loser from Political Unrest

By Manu Bhaskaran

  • President Xi is facing challenges to his authority in ways that have not been seen since Tiananmen. There will be domestic and international implications.
  • The unrest is still on a scale that can be contained with the right strategy but may gain momentum in scale and scope if left unchecked.
  • The administration is likely to engage in a strategy of calibrated repression, but we do not rule out the possibility of a forceful response. 

The Week That Was in ASEAN@Smartkarma – Grab, Sea Ltd, and GoTo’s Lock-Up

By Angus Mackintosh


The Commodity Report #79

By The Commodity Report

  • The world economy will be as weak next year as it was in 2009 after the financial crisis as the conflict in Ukraine risks becoming a “forever war,” the Institute of International Finance said.
  • Global growth is expected to slow to 1.2% in 2023, according to the IIF.
  • The slowdown will be led by Europe, which is impacted most by the war, according to the IIF. 

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