The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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S-REIT Balanced Scorecard: Which S-REIT Aced with Flying Colors?
The Singapore REIT (S-REIT) market has grown tremendously since its inception in 2002 and has emerged as a REIT listing hub attracting overseas...
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S-REIT Weekly: What Transpired in the S-REIT Scene - Credit Rating Downgrades, Office Positive
This is a weekly summary covering the week of 25 Sept 2017 on news flow reported in the media and updates on the Singapore REIT (S-REIT) sector,...
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Singapore's Logistics Infrastructure Isn't Quite Ready For Amazon Yet - But That Will Change Quickly
Given its high GDP level, well-developed retail markets, and ubiquitous connectivity, Singapore has disappointingly low levels of retail e-commerce...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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