Risk-Off Signals Abating; Cyclicals Reassert as Rates Rise; Buying Fertilizer and Copper Stocks
Risk-off signals are abating which is an encouraging sign. Charts Highlighted: IWM, IWC, JETS, BAM, CBRE, INVH, JLL, HHC, JOE, MMI, APTS, CTO, AMT,...
371 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views
AKR Corporindo (AKRA IJ) - Chemical and Smelter Driven Growth
AKRA is an interesting proxy to the recovery in the Indonesian economy through its petroleum & chemical distribution, with the kicker of its...
278 Views
The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
320 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Bukalapak, and MNCN's Digital Edge
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
291 Views