The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
530 Views
Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
573 Views
Thailand Short Interest Weekly (Jun 12th): Indorama Ventures, Bangkok Bank, Muangthai Capital
We analyzed SET short interest report for the past week and highlighted short interest changes in Indorama Ventures (IVL TB), Bangkok Bank (BBL...
109 Views
Thailand Short Interest Weekly (Jun 5th): PTT E&P, Advanced Info Service, Gulf Energy Development
We analyzed SET short interest report for the past week and highlighted short interest changes in PTT E&P (PTTEP TB), Advanced Info Service (ADVANC...
117 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
786 Views