The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
640 Views
Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
742 Views
Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows
Ambuja Cement, ACC and Orient Cement are merging to create a pan-India cement giant. The merger should complete within 12 months and there will be...
669 Views
Taiheiyo Cement (5233 JP): U.S. Scarcity Assets Drive Activist Re-Rating Potential
​Activist investors target Taiheiyo Cement's California platform for re-rating and potential monetization, aiming to increase share value from...
435 Views
Last Week In Event SPACE: ZEEKR/Geely, Kangji Medical, HKBN, Lynas, Huaxin Cement, Nidec
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
527 Views