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Unpaywalled by Smartkarma - Issue #5

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #5
By Smartkarma • Issue #5 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
Diana Choyleva’s weekly look into what’s happening in the East. This time, she goes deep into the Olympics, Bonds, US-China relations and more.
In his monthly recap note, Gautam Jain, provides a performance update of his trade recommendations in emerging markets FX and rates.
02 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
In the Second of this Three part SK Originals series, we discuss how China’s Company Accounting Standard No. 14 - Revenue (“CAS No. 14”) could impact the revenue recognition policy of Qi An Xin Technology Group 688561.CH  
This insight presents a comprehensive view of the key Chinese airports, including Beijing Capital International Airport (BCIA) $694.HK, Shanghai International Airport $600009.CH, and Guangzhou Baiyun International Airport $600004.CH, and others.
In this Original, Insight Provider Criss Wang goes deep into several investment opportunities in the Health Care Equipment and Services category in China, such as Shenzhen Mindray Bio-Medical Electronics $300760.CH, and Ovctek China Inc $300595.CH
03 EVENTS
RSVP to join upcoming events. Subscribe for recordings
On 9 February, 5pm SGT, join our webinar with Kyle Rudden, who will speak about the problems with ESG Data and how the situation is improving as investor demand and regulations drive change.
04 TWEETS
The most interesting tweets of the week
Albert Edwards
Any thoughts on this shocking FT graphic? Clearly in the UK we are too busy fighting over Brexit to have sex any more. But what is going on (or not going on) in Germany and especially France. Who are these 10% of French women who have given up sex since 2016? Is the ECB to blame https://t.co/mcY6dSrQBG
Smartkarma Research Network
@hmeisler See the liquidation into December, and of course Jan. The big sell pressure should dissipate. https://t.co/vuHBJVHZ4k
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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