The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
535 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
659 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
650 Views
Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
645 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
643 Views