The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
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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Singapore STI 2,520 Bearish Trap Door Inflection
FTSE Straits Times Index (STI) (STI INDEX) has been one of our top short bets from our original sell call on January 16 at 3,270. The break below...
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Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
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Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
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CapitaLand Integrated Commercial Trust - Index Implications
Earlier today, Capitaland Mall Trust (CT SP) and Capitaland Commercial Trust (CCT SP) announced a proposed merger by way of a trust scheme of...
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