The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
582 Views
Krungthai Card - Performing in All Line Items
Thailand’s Krungthai Card (KTC TB) continues to impress. What makes the story so powerful is the multifaceted strength of the credit card and...
537 Views
EM Equity Strategy:Â Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
665 Views
Aeon Credit Service (Asia) – Giant Yield and ROA, but at Low Price
As we expand over analysis of exceptionally high yield lenders, we continue to see interesting ideas outside of mainstream commercial banks. Aeon...
598 Views
The Week that Was in ASEAN@Smartkarma - Vietnam Rising, Indonesian M&A, and Data Pricing
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
644 Views