The Week That Was in ASEAN@Smartkarma - Digital Finance, Microlending, and REITs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
373 Views
Bank Credit Weekly: Asia Credit Outperforms Despite Treasury Tantrum
Global bank bond prices fell by less than their benchmark notes, resulting in a bout of credit outperformance. Given the rate of change, there are...
278 Views
Astra International (ASII IJ) - Sitting in Pole Position
Astra International is trading around 20% below the historical mean on a forward PER basis and could trade higher during a recovery. It remains one...
528 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views
Bank Credit Weekly: Duration Admiration
We moved from melt-up to full risk-on duration admiration. Almost all bank bonds tightened globally. Given the rate of change, there are mispriced...
433 Views