In today’s briefing: Index Rebalance & ETF Flow Recap: Nikkei225, KOSDAQ150, KT CorpHang Seng Index…
Smartkarma Daily BriefsApril 16, 2023
Key Insights From The Network, Summarised Daily
Daily BriefsMost ReadIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsMost ReadIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Korea May QCIR: Potential Adds, Deletes & 'Extreme Price Increase' TriggersJapan's…
Smartkarma Daily BriefsApril 13, 2023
Daily BriefsMost ReadIn today’s briefing: Kotak Mahindra Bank (KMB IN): Potential MSCI Upweight in May to Bring…
Smartkarma Daily BriefsApril 12, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesWhy…
Smartkarma Daily BriefsApril 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Weekly Deals Digest (02 Apr) - AAG, Liontown, Mincor, Toshiba, Rakuten Bank,…
Smartkarma Daily BriefsApril 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Index Rebalance & ETF Flow Recap: Nikkei225, KOSDAQ150, KT CorpLast Week in…
Smartkarma Daily BriefsApril 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingSM Entertainment:…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsECMIn today’s briefing: Wuxi Biologics Placement - Lesser Discount than Recent Deals but Still Looks…
Smartkarma Daily BriefsJanuary 17, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (15th Jan 2023) - 2022 Performance, 2023 Pipeline, Bilibili, HTHT,…
Smartkarma Daily BriefsJanuary 15, 2023
Daily BriefsECMIn today’s briefing: Allied Blenders and Distillers Pre-IPO - Yet to Recover from COVID-19Oasis Corp…
Smartkarma Daily BriefsJanuary 14, 2023
Daily BriefsECMIn today’s briefing: Oasis Corp IPO PreviewLu DaoPei Medical Group Pre-IPO TearsheetSurvival Technology Pre-IPO Tearsheet…
Smartkarma Daily BriefsJanuary 13, 2023
Daily BriefsECMIn today’s briefing: CDP Holding Pre-IPO - Sales Have Grown but Continues to Rake in…
Smartkarma Daily BriefsJanuary 12, 2023
Daily BriefsECMIn today’s briefing: H World (HTHT) Follow-On Offering - A More Genuine NeedSBFC Finance IPO:…
Smartkarma Daily BriefsJanuary 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Xiaomi: Aggressive Spending on EVs as Smartphone Growth Slows DownGap Trades in…
Smartkarma Daily BriefsApril 7, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Asia Gaming: Nagacorp's Results Show Strong Covid Rebound Underway but Shares Still…
Smartkarma Daily BriefsApril 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 10 in 10 with Procurri Corporation - Empowering sustainable IT consumptionMonde Nissin:…
Smartkarma Daily BriefsApril 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China 2022, Live Streaming Sales Attracted User Time, But Not AdvertisersHRTech Sector…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Dongfang Electric (1072 HK): Heading Towards Another Fruitful YearRemegen Co Ltd (9995.HK/688331.CH)…
Smartkarma Daily BriefsApril 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Healthcare Weekly (Mar.31) - 8th National VBP Result, Chinese Patent Medicine…
Smartkarma Daily BriefsApril 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: MSCI Taiwan May QCIR: Potential Inclusions to Drive DeletionsTata Technologies Pre-IPO -…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 13, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Apr 2023)Temenos (TEMN SW): World's No.1; Improving…
Smartkarma Daily BriefsApril 12, 2023
Daily BriefsTMT/InternetIn today’s briefing: China Internet Weekly (10Apr2023): Tencent, Douyin, Bilibili, Alibaba, Baidu, World PerfectThe Meteoric…
Smartkarma Daily BriefsApril 11, 2023
Daily BriefsTMT/InternetIn today’s briefing: Last Week in Event SPACE: ANZ/Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong…
Smartkarma Daily BriefsApril 10, 2023
Daily BriefsTMT/InternetIn today’s briefing: Elon Is Scared Poopless Of UsA Pair Trade Between KT & LG…
Smartkarma Daily BriefsApril 9, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsApril 9, 2023
ChinaDaily BriefsIn today’s briefing: : Strong Offline Traffic Bodes Well for C1Q23 Growth: A Steady Expanding…
Smartkarma Daily BriefsApril 8, 2023
ChinaDaily BriefsIn today’s briefing: Xiaomi: Aggressive Spending on EVs as Smartphone Growth Slows DownSinopharm Group (1099…
Smartkarma Daily BriefsApril 7, 2023
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard for Hang Seng Index Jun 23: Beigene Looks InterestingZJLD Group…
Smartkarma Daily BriefsApril 6, 2023
ChinaDaily BriefsIn today’s briefing: ZJLD Group IPO: The Bear CaseCentral China - Earnings Flash - FY…
Smartkarma Daily BriefsApril 5, 2023
ChinaDaily BriefsIn today’s briefing: JD Property Inc IPO: Debt-Loaded and Overvalued at Previous Private Market ValuationChina…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Mincor, Toyo Construction, Pushpay, Breaker ResourcesOtsuka…
Smartkarma Daily BriefsApril 9, 2023
Daily BriefsJapanIn today’s briefing: Changing Japanese Companies Is Not TSE Request but Inflation that Changes Mindset…
Smartkarma Daily BriefsApril 8, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838) IPO - New Price Is One To Take (Part…
Smartkarma Daily BriefsApril 7, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank IPO: New Price Range Is a StealRakuten Bank IPO -…
Smartkarma Daily BriefsApril 6, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank IPO: Leveraging the Power of the Rakuten Ecosystem to Lead…
Smartkarma Daily BriefsApril 5, 2023
Daily BriefsJapanIn today’s briefing: HRTech Sector Series: Market Continues to Evolve While Post Covid Growth Begins…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsMacroIn today’s briefing: EA: Germany Pushes Jan-23 HICP Revision EA: Germany Pushes Jan-23 HICP RevisionBy…
Smartkarma Daily BriefsFebruary 10, 2023
Daily BriefsMacroIn today’s briefing: Asset Allocation Watch: Introducing Our Macro Regime Indicator MethodologyChina's Growth Rebound Will…
Smartkarma Daily BriefsFebruary 9, 2023
Daily BriefsMacroIn today’s briefing: Balloons Aside, US-China Tensions Will Be ContainedWith FY24 Budget, India Shows Signs…
Smartkarma Daily BriefsFebruary 8, 2023
MacroSmartkarma 101sInflation is a crucial economic indicator that measures the general rise in prices of goods…
Smartkarma ContentFebruary 7, 2023
Daily BriefsMacroIn today’s briefing: Positioning Watch - A Turn to Fund FlowsFebruary Market ThinkingAFC Iraq Fund…
Smartkarma Daily BriefsFebruary 7, 2023
Daily BriefsMacroIn today’s briefing: Credit Markets and Risky Assets: Placing Bets on Fed Easing After Bifurcated…
Smartkarma Daily BriefsFebruary 6, 2023
Daily BriefsMost ReadIn today’s briefing: Index Rebalance & ETF Flow Recap: Nikkei225, KOSDAQ150, KT CorpHang Seng Index…
Smartkarma Daily BriefsApril 16, 2023
Daily BriefsMost ReadIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 15, 2023
Daily BriefsMost ReadIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsMost ReadIn today’s briefing: MSCI Korea May QCIR: Potential Adds, Deletes & 'Extreme Price Increase' TriggersJapan's…
Smartkarma Daily BriefsApril 13, 2023
Daily BriefsMost ReadIn today’s briefing: Kotak Mahindra Bank (KMB IN): Potential MSCI Upweight in May to Bring…
Smartkarma Daily BriefsApril 12, 2023
Daily BriefsMost ReadIn today’s briefing: Nikkei 225 Index Rebalance Preview (Sep 2023): Potential Changes & Dark HorsesWhy…
Smartkarma Daily BriefsApril 11, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Weekly Deals Digest (02 Apr) - AAG, Liontown, Mincor, Toshiba, Rakuten Bank,…
Smartkarma Daily BriefsApril 3, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Index Rebalance & ETF Flow Recap: Nikkei225, KOSDAQ150, KT CorpLast Week in…
Smartkarma Daily BriefsApril 2, 2023
Daily BriefsEvent-DrivenIn today’s briefing: JD.com (9618 HK) Announces TWO Spin-Offs (That Were Always Going To Be…
Smartkarma Daily BriefsApril 1, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Toshiba – 3D Stake Reduction Reduces and Increases RiskNikkei 225 March 2023…
Smartkarma Daily BriefsMarch 31, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK) Distro - Prosus Shares Hit CCASS. What We Know…
Smartkarma Daily BriefsMarch 29, 2023
Daily BriefsEvent-DrivenIn today’s briefing: Meituan (3690 HK): All Stock in CCASS Now; Tracking the SellingSM Entertainment:…
Smartkarma Daily BriefsMarch 28, 2023
Daily BriefsECMIn today’s briefing: Wuxi Biologics Placement - Lesser Discount than Recent Deals but Still Looks…
Smartkarma Daily BriefsJanuary 17, 2023
Daily BriefsECMIn today’s briefing: ECM Weekly (15th Jan 2023) - 2022 Performance, 2023 Pipeline, Bilibili, HTHT,…
Smartkarma Daily BriefsJanuary 15, 2023
Daily BriefsECMIn today’s briefing: Allied Blenders and Distillers Pre-IPO - Yet to Recover from COVID-19Oasis Corp…
Smartkarma Daily BriefsJanuary 14, 2023
Daily BriefsECMIn today’s briefing: Oasis Corp IPO PreviewLu DaoPei Medical Group Pre-IPO TearsheetSurvival Technology Pre-IPO Tearsheet…
Smartkarma Daily BriefsJanuary 13, 2023
Daily BriefsECMIn today’s briefing: CDP Holding Pre-IPO - Sales Have Grown but Continues to Rake in…
Smartkarma Daily BriefsJanuary 12, 2023
Daily BriefsECMIn today’s briefing: H World (HTHT) Follow-On Offering - A More Genuine NeedSBFC Finance IPO:…
Smartkarma Daily BriefsJanuary 11, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Xiaomi: Aggressive Spending on EVs as Smartphone Growth Slows DownGap Trades in…
Smartkarma Daily BriefsApril 7, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Asia Gaming: Nagacorp's Results Show Strong Covid Rebound Underway but Shares Still…
Smartkarma Daily BriefsApril 6, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: 10 in 10 with Procurri Corporation - Empowering sustainable IT consumptionMonde Nissin:…
Smartkarma Daily BriefsApril 5, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China 2022, Live Streaming Sales Attracted User Time, But Not AdvertisersHRTech Sector…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: Dongfang Electric (1072 HK): Heading Towards Another Fruitful YearRemegen Co Ltd (9995.HK/688331.CH)…
Smartkarma Daily BriefsApril 3, 2023
Daily BriefsEquity Bottom-UpIn today’s briefing: China Healthcare Weekly (Mar.31) - 8th National VBP Result, Chinese Patent Medicine…
Smartkarma Daily BriefsApril 2, 2023
Daily BriefsTMT/InternetIn today’s briefing: MSCI Taiwan May QCIR: Potential Inclusions to Drive DeletionsTata Technologies Pre-IPO -…
Smartkarma Daily BriefsApril 14, 2023
Daily BriefsTMT/InternetIn today’s briefing: Tencent (700 HK) - This Is Not the Selldown You Are Looking…
Smartkarma Daily BriefsApril 13, 2023
Daily BriefsTMT/InternetIn today’s briefing: TOPIX Inclusions: Who Is Ready (Apr 2023)Temenos (TEMN SW): World's No.1; Improving…
Smartkarma Daily BriefsApril 12, 2023
Daily BriefsTMT/InternetIn today’s briefing: China Internet Weekly (10Apr2023): Tencent, Douyin, Bilibili, Alibaba, Baidu, World PerfectThe Meteoric…
Smartkarma Daily BriefsApril 11, 2023
Daily BriefsTMT/InternetIn today’s briefing: Last Week in Event SPACE: ANZ/Suncorp, JCNC, Adani, Khan Bank/HS Holdings, Hong…
Smartkarma Daily BriefsApril 10, 2023
Daily BriefsTMT/InternetIn today’s briefing: Elon Is Scared Poopless Of UsA Pair Trade Between KT & LG…
Smartkarma Daily BriefsApril 9, 2023
ChinaDaily BriefsIn today’s briefing: EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-…
Smartkarma Daily BriefsApril 9, 2023
ChinaDaily BriefsIn today’s briefing: : Strong Offline Traffic Bodes Well for C1Q23 Growth: A Steady Expanding…
Smartkarma Daily BriefsApril 8, 2023
ChinaDaily BriefsIn today’s briefing: Xiaomi: Aggressive Spending on EVs as Smartphone Growth Slows DownSinopharm Group (1099…
Smartkarma Daily BriefsApril 7, 2023
ChinaDaily BriefsIn today’s briefing: Quiddity Leaderboard for Hang Seng Index Jun 23: Beigene Looks InterestingZJLD Group…
Smartkarma Daily BriefsApril 6, 2023
ChinaDaily BriefsIn today’s briefing: ZJLD Group IPO: The Bear CaseCentral China - Earnings Flash - FY…
Smartkarma Daily BriefsApril 5, 2023
ChinaDaily BriefsIn today’s briefing: JD Property Inc IPO: Debt-Loaded and Overvalued at Previous Private Market ValuationChina…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsJapanIn today’s briefing: (Mostly) Asia-Pac Weekly Risk Arb Wrap: Mincor, Toyo Construction, Pushpay, Breaker ResourcesOtsuka…
Smartkarma Daily BriefsApril 9, 2023
Daily BriefsJapanIn today’s briefing: Changing Japanese Companies Is Not TSE Request but Inflation that Changes Mindset…
Smartkarma Daily BriefsApril 8, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank (5838) IPO - New Price Is One To Take (Part…
Smartkarma Daily BriefsApril 7, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank IPO: New Price Range Is a StealRakuten Bank IPO -…
Smartkarma Daily BriefsApril 6, 2023
Daily BriefsJapanIn today’s briefing: Rakuten Bank IPO: Leveraging the Power of the Rakuten Ecosystem to Lead…
Smartkarma Daily BriefsApril 5, 2023
Daily BriefsJapanIn today’s briefing: HRTech Sector Series: Market Continues to Evolve While Post Covid Growth Begins…
Smartkarma Daily BriefsApril 4, 2023
Daily BriefsMacroIn today’s briefing: EA: Germany Pushes Jan-23 HICP Revision EA: Germany Pushes Jan-23 HICP RevisionBy…
Smartkarma Daily BriefsFebruary 10, 2023
Daily BriefsMacroIn today’s briefing: Asset Allocation Watch: Introducing Our Macro Regime Indicator MethodologyChina's Growth Rebound Will…
Smartkarma Daily BriefsFebruary 9, 2023
Daily BriefsMacroIn today’s briefing: Balloons Aside, US-China Tensions Will Be ContainedWith FY24 Budget, India Shows Signs…
Smartkarma Daily BriefsFebruary 8, 2023
MacroSmartkarma 101sInflation is a crucial economic indicator that measures the general rise in prices of goods…
Smartkarma ContentFebruary 7, 2023
Daily BriefsMacroIn today’s briefing: Positioning Watch - A Turn to Fund FlowsFebruary Market ThinkingAFC Iraq Fund…
Smartkarma Daily BriefsFebruary 7, 2023
Daily BriefsMacroIn today’s briefing: Credit Markets and Risky Assets: Placing Bets on Fed Easing After Bifurcated…
Smartkarma Daily BriefsFebruary 6, 2023
