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Unpaywalled by Smartkarma - Issue #6

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #6
By Smartkarma • Issue #6 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 ORIGINALS
Exclusive, in-depth analysis commissioned by Smartkarma
In this Original, Kyle Rudden looks at those big ESG AUM numbers in the press, which is expected to hit US$53 trillion by 2025, and the kind of opportunities investors are looking for.
In this Original, Mio Kato looks at the history of carbon emission regulation systems and the types of systems. The different types of markets and offsets will also be discussed.
In this Original, Osbert Tang takes an in-depth look at 10 companies in the Private Education Sector in China, covering stocks listed in the HKEx, NYSE, Shenzhen Stock Exchange as well as dual listings.
We discuss the social, economic and demographic factors driving the shift and growth in the male grooming sector in China and India.
In this Original, Mio Kato takes an in-depth look at the eSports sector, more specifically the global eSports market and the best ways to get exposure to this growing sector.
In this Original, David Blennerhassett presents a comprehensive view of the Asian nuclear energy industry, and its value chain.
02 EVENTS
RSVP to join upcoming events. Subscribe for recordings
On February 16, we are excited to welcome back Xinyao (Criss) Wang for a deep-dive into China’s healthcare sector, exploring investment opportunities, stocks to watch, and general outlook for the year ahead.
On 23 February, join our Webinar on IndiaMart, featuring a counter-consensus call by the investigative team of Pranav Bhavsar and Nitin Mangal.
03 TWEETS
The most interesting tweets of the week.
Smartkarma Research Network
Palm Oil vs Palm Oil Stocks - Is Mr Market Asleep?
- Upcoming earnings = major wake up call as producers like $BAL.SP moved from contract to spot in 1H
- Scope for monster divs
- ESG risks well known; didn't stop coal/oil stocks from going parabolic
- Risk reward exceptional
~~ https://t.co/cMo2L8cM7o
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Smartkarma

A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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