The Thailand Turnaround
The long-term decline in Thailand allocations among Asia Ex-Japan funds appears to be stabilising. We analyse the shift in sentiment among investors.
318 Views
Thailand Short Interest Weekly (Jul 17th): CP Foods, Krung Thai Bank, Bumrungrad Hospital, SCB X
We analyzed SET short interest report for the past week and highlighted short interest changes in CP Foods (CPF TB), Krung Thai Bank (KTB TB),...
98 Views
The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
472 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
391 Views
Thailand Short Interest Weekly (Jul 10th): PTT E&P, SCC, Minor International, Amata, CP Foods, Scc
We analyzed SET short interest report for the past week and highlighted short interest changes in PTT E&P, SCC, Minor International, Amata, CP...
117 Views