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Unpaywalled by Smartkarma - Issue #9

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #9
By Smartkarma • Issue #9 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
I provide a performance update of all my trade recommendations along with discussing the open trades. I have closed 25 of the 35 trades recommended so far, of which 18 were in the money.
The introduction of investment sanction could see stocks deleted from the MSCI and FTSE indices. Outflows could be as large as US$6.67bn for the FTSE indices and US$15.74bn for the MSCI indices.
If risk aversion remains low, LatAm currencies should continue to outperform but given the uncertainty, it is best to target relative-value trades to take advantage of differences across countries.
02 EVENTS
RSVP to join upcoming events. Subscribe for recordings
Today at 5pm SGT, join our webinar with Manu Bhaskaran, going over the economic factors and key trends breeding new opportunities in ASEAN for foreign investors.
On March 15 at 5pm SGT, join our Corporate webinar with Del Monte Pacific’s Ignacio Sison and Jennifer Luy, speaking with Nicolas Van Broekhoven about the company’s position in the global F&B market.
03 TWEETS
Top tweets of the week
Smartkarma Research Network
Ethereum will move to ETH2.0 (based on Proof of Stake (PoS) protocol) in mid-2022.

ETH 2.0
* Saves energy by 99.95% ⚡️🔋
* Does not require advanced mining software, a huge blow to advanced mining software demand - and Gigabyte Tech's $2376.TT revenues. https://t.co/Q60ZbtnFEX
Smartkarma Research Network
Here is the role Nickel plays in our transition to a low-carbon economy.

Very important for EVs $TSLA.US $NIO.US https://t.co/0k8Tr02W4b https://t.co/yhshJK8v7i
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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