bullish
Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
330 Views07 May 2020 10:25
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
- Alibaba (BABA US): Four Reasons to Own the Stock25 May 2020
- Why Near Term Headwinds Don’t Matter: FMCG E-Comm Footholds to Thrive Post-COVID23 May 2020
- Baidu 1Q20 Better-Than-Feared but Longterm Outlook Remains Murky Due to ByteDance; UW 18% Downside19 May 2020
- Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating07 May 2020
- From Resilience to Acceleration: Tencent Remains the Best Anchor for COVID-19's Economic Fallout06 May 2020
- In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential01 May 2020
- Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far15 Mar 2020
x