The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
452 Views
HK Lockdown Ideas: Long Nissin Food and Short Cafe De Coral
The recent lockdown in HK proves that unless everyone is vaccinated, the risk remains. The HK SAR government does not rule out the possibility of...
367 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
566 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views
Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
657 Views