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174 Views
The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
379 Views
CapitaLand Posts In-Line 2Q Result; Long-Term Thesis Intact
Narrow-moat Capitaland Ltd (CAPL SP) posted a good second-quarter result. Operating profit after tax and minority interest was SGD 206 million,...
240 Views
Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
477 Views