Asian Bond Monitor: No Final Whistle
This report is not easy-to-digest.While we do not recommend investment in fixed rate Asian USD bonds in general, those who must stay invested...
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COP27: Agriculture and Food Stocks Likely to Be Most Affected by Conference Talks
COP27 starts next week, and sustainable agriculture/food is at the top of the agenda. That could mean agriculture stocks are the most impacted by...
346 Views
The Week That Was in ASEAN@Smartkarma - Ultrajaya Milk, Berli Jucker, and GoTo's Debut on IDX
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
544 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
387 Views
QL Resources: Is It Still a Short?
QL Resources faces share price headwinds due to valuation compression and index deletions but could benefit if the US-Iran conflict de-escalates.
117 Views