The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Comfort Delgro, and Lippo Malls REIT.
The past week saw insights on PT Metrodata Electronics (MTDL IJ), Comfortdelgro Corp (CD SP), and Kerry Express Thailand (KEX TB).
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The Stocks to Own in ASEAN – Vol. 45
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight stocks added.
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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China Tourists Coming Back: Transport
Chinese tourists are permitted to travel overseas and the destination countries are prepared to welcome them but they are yet to be seen through my...
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The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
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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