Bond Market Monitor: Not Out of the Woods
On-going maturity extensions and exchange offers will keep investors away from China. India and Indonesia should be a better bond destination for...
572 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
500 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak, Astra International, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
566 Views
Asian Bond Monitor: No Oil Unwind (Yet)
Ceasefire vulnerability and oil price unwind post-ABM in May, with inflation and rates still elevated due to hawkish Fed Chairman. Bearish on...
135 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
385 Views