The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
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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WTI Breakout Levels and Energy Plays in Asia
W&T Offshore (WTI US) is pressing on key resistance at 64/65 after clearing the 60.50 breakout barrier. Increased Iran tensions favor a push...
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Aussie Equities Month in Review    (September 2019)
The ASX 200 shrugged off a poor reporting season and another barrage of downgrades in September to gain 1.8% during the month. Higher bond yields...
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Aussie Equities Month in Review (August 2019)
The ASX 200 shrugged off a poor reporting season and fell in line with global markets. FY20 EPS estimates were downgraded from 9.8% at the start...
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MSCI EAFE Inflecting, Aided by Strength in Japan
Improvements in Japan are leading broad developed int’l indexes higher. The MSCI EAFE, local currency is bullishly inflecting above its downtrend...
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