SET50 Index - Proposed Methodology Changes: Scenarios, Names Affected & Impact
The SET has commenced a market consultation on the proposed changes to make its indices free float market cap weighted. We look at the impact on...
408 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
206 Views
Korea Long/Singapore Short
We are initiating a Korea long (bull break of wedge) to pair with our Singapore short established at 2,950 and outline fresh long support/trade...
185 Views
SPX Top of Wedge Sell Zone
Markets are now overdone on a short term basis and once again kissing the topside of the SPX rising wedge where we are selling some risk and...
258 Views
Asia Pullback Protection with USD Risk
Long equity and short the USD is a crowded trade and we are poised for a shakeout in the next few weeks. We like selling equities on a bounce...
278 Views