The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, 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...
424 Views
Cautiously Optimistic Following Downtrend Reversals; Japan Continues to Lead; Bottoms-Up Stock Rec's
The bear market rally that we were on watch for started last week, confirmed by the bullish reversals on the DAX, Hang Seng, MSCI China $MCHI, and...
697 Views
Asian Banks – Funding Costs Can Surprise
Many banks have high levels of fixed deposits. As these mature, they re-price at lower rates. The scope for margin expansion is considerable....
469 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
440 Views
The NEW Week that Was in ASEAN@Smartkarma - Omnibus Laws, Credit Costs, and Mr DIY
The NEW Week that Was in ASEAN@Smartkarma includes a curation of the past week's insights across SE Asia together with value-added commentary on...
499 Views