EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
680 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
531 Views
Thailand Short Interest Weekly (May 15th): Bangkok Bank, Krung Thai Bank, Minor International, Amata
We analyzed SET short interest report for the past week and highlighted short interest changes in Bangkok Bank (BBL TB), Krung Thai Bank (KTB TB),...
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Sathorn Series H: A Primer to the Structure of Thai Financial Services Industry
In this review, we move away from day-to-day stock picking and even omit any mentions of prices, so you can focus solely on understanding the...
291 Views
First Election Since the 2014 Coup
Ever since the start of the military government, we have been very skeptical about the election timeline. Even today, we can't put an exact date on...
275 Views