Japan Activist Briefs | Takashimaya, Santen, Mandom, Pacific Industrial
​Activist investors push for value unlocking at Takashimaya and Mandom, while Silchester shows confidence in Santen's growth and capital returns.
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Indonesian Consumers - Lifestyle, Leisure, and Smartphone Lovers
A conversation with Nielsen Indonesia provided some invaluable insight into current consumer sentiment and behaviour in Indonesia, as well as feel...
860 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, Bank Negara Indonesia, and Singapore Property
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
883 Views
Sector Capsule: Men's Grooming in Taiwan
Men’s grooming rose in current value by 2% in 2017 as sales to reach TWD3.5 billion. Men’s grooming continued to benefit from the rising social...
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Global Equity Strategy: Overweight TOPIX, Hang Seng
Global markets are holding at support levels and we reiterate, our neutral but constructive outlook . In today’s report we highlight actionable...
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