The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SMC Pursues A Ready-Mixed Fortune With Holcim
First rumoured back in late January - although arguably the sale was in the cross-hairs after LafargeHolcim Ltd (LHN SW) divested Holcim Indonesia...
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Lafarge Malaysia Sold to YTL - Mandatory Offer Ensues
A year ago, Jens Jenisch, chief executive of LafargeHolcim Ltd (LHN SW) announced a five-year restructuring plan after a $4bn write-off caused it...
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Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
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