News Summary:
On February 22, 2026, Smartkarma released its "Daily Brief Event-Driven," which included analysis of the ToyotaRE-TICO deal within Japan's M&A/Activism landscape, Korean Semiconductor ETFs, and a review of the past week's event space. This followed its February 15, 2026, "Daily Brief Macro," titled "Overview #50 — A New Japan Meets a Nervous Dollar" by Rikki Malik, which provided a review of recent events and data impacting the macro environment. Earlier, on February 3, 2026, research conducted by Dyna.Ai in collaboration with GXS Partners and Smartkarma revealed that Southeast Asian banks are encountering difficulties in scaling artificial intelligence initiatives from pilot stages to generating sustained revenue, despite an acceleration in AI spending. On January 31, 2026, Smartkarma published an analysis indicating that India's fiscal deficit for CY25 is projected to be lower than target due to strong direct taxes and a monthly surplus in December 2025, even with IT and GST cuts. This analysis followed a January 29, 2026, "Daily Brief Macro" that covered topics such as UK shelter costs, structural strain in Malaysian rubber production, US policy implications for the dollar and treasuries, and a Henry Hub price shock.
Subscribe for full access to Smartkarma's products in full detail 
