Macro and Flows Tracker - Impetus for the Market
Fiscal expansion will be the key to address signs of growing domestic weakness, underpinned by the current large fiscal surplus
406 Views
Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
360 Views
The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
397 Views
Technology - Tech for innovation, personalization & prosperity
Several macro developments may sway consumer sentiment in the coming months. Tech platforms will be the beneficiaries with improved trends in...
461 Views
Amman Mineral IPO: Offering Details & Index Inclusion
Amman Mineral is offering 7.29bn shares in its IPO at a price range of IDR 1650-1775/share to raise between US$808-870m & valuing the company...
675 Views