The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
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US: GDP Nuggets
The revised Q2 GDP data contain a number of interesting and important features that may have flown under investors' radar and, more broadly, offers...
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The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
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US: Think The Trump Bump Is Over? Think Again.....
The election of Donald Trump saw previously muted animal spirits soar as businesses anticipated a de-regulation, health-care reform and fiscal...
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Russia 2017 Weakness Is Not over Yet
1.   Macro analysis suggests : Oil remains in a very cloudy situation with contradictory data (stockpiles), global demand, and OPEC intentions....
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