The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
533 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
650 Views
Trading into and Out of the G20
We hold a macro bearish view for 2019 but do see risk of a G20 induced December rally spike on an US/China olive branch or staggered deal schedule....
623 Views
Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
538 Views
Asia Chart Levels and Where to Add Risk
Asia bid support is coming through with signs of resilience. This tactical insight outlines S&P pivot levels and the markets that are showing a...
396 Views