Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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Korea Stock Market Monthly Recap #41 (October 2019) & Korean Seaweed Soup
The top 10 events impacting the Korean stock market, economy, & politics in October were as follows: JUSTICE MINISTER CHO KUK RESIGNS SK...
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Korea - Deepening Woes
Don’t be fooled by the strength of Korea’s labour market. It is a mirage created by the government. The Korean economy is headed only one way,...
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Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
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