Quiddity Leaderboard SET50 Dec26: 4 ADDs/DELs Expected; ADDs Outperforming DELs Strongly
Three potential ADDs have newly moved into the top 50 after strongly outperforming other names increasing our expected ADDs/DELs count from 1 to 4...
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Thailand: Aging Poor
The political uncertainty in the past 2 decades has not subsided, in our judgment. We then expect more unpredictable disruptions and policy...
510 Views
Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
507 Views
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
540 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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