Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
516 Views
The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
659 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Executing, Avia Avian, and Thai Politics
The past week saw insights published on Bank Rakyat Indonesia, PT Avia Avian, Ultrajaya Milk, Telekomunikasi Indonesia, Vinagame IPO, and a Digital...
747 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Rout, GoTo's Budget Focus, and Indosat's Surge
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
617 Views
The Week That Was in ASEAN@Smartkarma - Cimory's Growth, Cinema XXI, and Asian Plantations
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
702 Views