Smartkarma | Intelligent Investing

A review of recent events/data impacting our investment themes and outlook. Large-Cap tech has started to succumb to gravity as the Nasdaq catches down A potential signal from the USD and US government bond yields' reaction to the CPI/PPI data

A weekly summary of key developments in ECM and Event-Driven names that I track in Hong Kong, Australia, New Zealand, Singapore, Japan, Indonesia, Malaysia, Thailand, Korea, India, and Chinese ADRs. ECM developments: Guangzhou Tinci Material...

I tally 42 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below. One new deal was discussed on Smartkarma this week: Riso Kyoiku (4714 JP)'s ...

EQT has bumped. ¥3,800 is still two more 1% jumps above Bain's best bid. That'll take time unless Kakaku.com (2371 JP) jumps in to say to everyone, "fish or cut bait."

Where independent outside directors constitute majority of the board, doubts arise regarding reaching conclusions without a special committee unless independent directors are presumed to fulfill their roles and responsibilities. The fact that special committees are established reflects the challenge of ensuring that independent directors fulfill roles, and indicates that manage...