The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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If AirAsia India Heeds to Tony’s Yearning for an IPO, QIB Route May Be the Only Option
While Tony Fernandes had hinted in January 2018 that an AirAsia India IPO was around the corner, he reiterated it with a tweet yesterday morning,...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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SGX's MOE Sector Sustains 4Q16 Momentum into 2017
 § The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in...
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