Still Bearish at the Index Level; Remain Overweight Defensives & Commodity Sectors
Our outlook remains bearish at the index level as downtrends remain intact on the MSCI broad global indexes and also within Japan, Hong Kong,...
577 Views
AKRA Corporindo (AKRA IJ) - Front and Centre on Economic Recovery and Commodities
AKR Corporindo results reflected its key exposure to both economic recovery in Indonesia and its exposure to rising commodity prices through its...
490 Views
Opportunities Within Energy and Materials
Global indexes remain below our key lines in the sand of $54 on $ACWX, $75.25 on $EFA, and the 200-day MA on $ACWI. As long as prices are below...
668 Views
AKR Corporindo (AKRA IJ) - Chemically and Industrially Enhanced
AKR Corporindo (AKRA IJ) remains a clear industrial proxy for the recovery of the overall Indonesian economy trading at a significant discount to...
409 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Bank Mandiri, and Jardine Matheson.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
445 Views