The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market
The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...
535 Views
Kiwi Property Group (KPG): FY26 Result – Initial Thoughts
Kiwi Property Group’s (KPG) FY26 adjusted funds from operations (AFFO) was up +8% on the prior year to NZ$100.2m (per share +5% to 6.1cps) and...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
836 Views
PriceSmart: Central America’s Costco - [Business Breakdowns, EP.244]
Business Breakdowns host Matt Russell discusses Price Smart, a membership retail company similar to Costco but operating abroad, with guest Marcus...
427 Views