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...
622 Views
BBRI: Market Leadership Challenged by P2P?
Bank Rakyat Indonesia Perser (BBRI IJ) is a dominant market leader in the Micro and SME lending space in Indonesia with physical presence in...
645 Views
EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
559 Views
Fukushima Bank (8562 JP): Years of Living Dangerously
Compared with, say, megabank Mitsubishi Ufj Financial (8306 JP) whose capitalization now exceeds ¥9.58 trillion (US$86.14 billion), little...
386 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
444 Views