The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
500 Views
Highest Daily Cases of COVID-19 in Korea Driven by the Delta Variant - Impact on the Stock Market
South Korea recorded the highest daily cases (1,378) of COVID-19 on 9 July in the past 18 months. The chief culprit has been the Delta variant.
420 Views
The Holding Company Dilemma in Korea -Â What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
547 Views
Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
502 Views
NPS - Greater Emphasis of ESG Based Investing for Korean Stocks & Bonds Starting 2021
It has been reported in the past few days that NPS is likely to put a greater emphasis on ESG (environmental, social, & governance) based...
674 Views