Global Macro - Stable Oil Prices = Low Inflation. What About as Rates and Growth Rise in 2018?
China: 6.1% industrial production YoY in November and strong Foreign Direct Investment set the stage for a strong finish to 2017. Brazil: Retail...
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Institutionalised Quirks for Analysts to Ponder
Blessed are those who can laugh at themselves, for they shall never cease to be amused. As an analyst, five analytical practices that are common...
597 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
427 Views
Genting Berhad: GITP & Las Vegas Projects Offer Upside Potential To This Stable Stock
Malaysia-based Genting Bhd (GENT MK)Â is a gaming focussed conglomerate with interests in oil palm plantations, property, power, and oil & gas....
446 Views
Caesars Entertainment: Ex-Bankruptcy, the Stock Is Cheap, but Masks Risk: Asia Pivot Key
The stock is cheapest among peers but will the new owners hang in? There clearly is a runway here for gain based on fundamental restructuring of...
475 Views