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Unpaywalled by Smartkarma - Issue #8

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #8
By Smartkarma • Issue #8 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

Trending, unpaywalled analysis
The Copley Fund Research team highlights the risks to Russia positioning, drawing parallels to 2014’s annexation of Crimea.
Exclusive, in-depth analysis commissioned by Smartkarma
The Asian OTT sector is one of the most attractive industries to be in the next five years. In this report, we highlight numerous major potential winners and discuss some of the most important factors impacting the OTT sector in Asia. 
This review highlights why understanding and appreciating the new rules governing shareholder activism is key to portfolio managers as well as Company Boards and Executives.
In this Smartkarma Original Series report, we scan the Asia Direct-to-Consumer (D2C) channel space for Consumer Packaged Goods to identify the verticals that have gained wider consumer acceptance and witnessed steady growth in each of the key geographies.
RSVP to join upcoming events. Subscribe for recordings
On 23 February, join our Webinar on IndiaMart, featuring a counter-consensus call by the investigative team of India Independent Insight - Pranav Bhavsar and Nitin Mangal.
On 9 March, 5pm SGT, join our webinar with Manu Bhaskaran, going over the economic factors and key trends breeding new opportunities in ASEAN for foreign investors.
Top tweets of the week
Smartkarma Research Network
While everyone's distracted by all the Hawk-Talk, here's the Big Money Chart from @AndreasSteno - Supply Chain Crisis is Over. Even $NVDA said so!

$2609.TT @dbrightmountain @travislundyasia @Fritz844
Smartkarma Research Network
US IPOs ground to a H-A-L-T.
Asia is where all the ECM action's gonna be this year.
See India's LIC raising $8b with just a 5% divestment.
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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