The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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AKR Corporindo (AKRA IJ) - Time to Fill-Up the Tank?
A meeting with AKR Corporindo (AKRA IJ) management in Jakarta last week, confirmed that despite last year's issues over subsidised fuel pricing,...
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Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
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BHP and RIO Buy Levels and New High Targets with FCX Closing the Margin
Bhp Billiton Ltd (Adr) (BHP US) and Rio Tinto Ltd (RIO AU) are beginning to see upside acceleration and part of a Q1 metals theme with Freeport...
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Copper Miners Are Bottoming -- Add Exposure
The weight of the evidence continues to point to global equities beginning a new leg higher as the global economy shows signs of troughing. Copper...
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