Singapore Industrial REITs: Global Uncertainties as Headwinds Cloud Near-Term Outlook
Singapore’s Industrial REITs (S-REITs) remain exposed to macroeconomic volatility given the city-state’s trade-dependent economy. The latest U.S....
118 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
703 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
488 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
445 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
530 Views