The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
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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Alpha Bites: Trade Ideas Performance Summary – July 2021
We provide a performance update of all our trade recommendations along with discussing those we closed last month. We have made a total of 18...
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USD Long Trim with Fresh Buy Levels
DXY – Call for a DXY ST top near 93/92.70 to lock in some gains and work into select USD shorts for a pullback to 91.50 with risk to 91, to add...
253 Views
FX Dashboard: Did the Dollar Spike Create Opportunities in EM FX?
We examine the EM FX space for opportunities in the aftermath of the hawkish FOMC meeting last week which led to a sharp rise in the US dollar.
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FX Dashboard: Take Profit on Long Indonesian Rupiah Vs Short Singapore Dollar Recommendation
The US dollar has strengthened on the back of the hawkish Fed, hurting SGD more than IDR, allowing us to take profit on our Long IDR vs Short SGD...
301 Views