South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
953 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
932 Views
Thailand Short Interest Weekly (Jun 5th): PTT E&P, Advanced Info Service, Gulf Energy Development
We analyzed SET short interest report for the past week and highlighted short interest changes in PTT E&P (PTTEP TB), Advanced Info Service (ADVANC...
117 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
643 Views
McKinsey on Asian Banks
In the book Banking in Asia by 12 guys from McKinsey, we distilled 5 interesting lessons and how these principles may be applied to picking Thai...
702 Views