Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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Major Philippines’ Telco Banks On Rapid Digital Services Uptake, CEO Says
Philippine telecommunications conglomerate Globe Telecom Inc. is ramping up expansion of its e-wallet unit and online medical business by...
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The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low
Shrinking benchmark weights and a dwindling active investor base means it is becoming ever easier for Asia Ex-Japan managers to avoid Philippines...
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Mynt (GCash) IPO: The Investment Case
Mynt (GCash) is the No.1 finance super app in the Philippines. It is seeking to raise US$1.3 billion. In this note, I discuss the investment case.
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The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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