AKR Corporindo (AKRA IJ) - Freeport Smelter a Boon for JIIPE
AKR Corporindo (AKRA IJ) remains one of the few good quality industrial plays in Indonesia through its chemical and fuel distribution business plus...
520 Views
Global Metals and Mining: Reluctantly Grinding Higher
Metals and Mining stock exposure among active Global funds is at a 7-year high. Average weights hit a new multi-year peak of 1.64%, with cash...
292 Views
Risk Appetites Improving, A Bullish Sign; Downgrading Technology To Underweight
Below we highlight several metrics which provide evidence that risk appetites are improving, not deteriorating. This is a bullish signal for the...
366 Views
The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
314 Views
The Easter Week That Was in ASEAN@Smartkarma - ShopeeFood, Indonesia's 1st US SPAC, and Indocement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
355 Views