Singapore Equity Strategy: November 2025
Given recent investor wariness over a global AI bubble, we think it is instructive to look at how exposed the Singapore stock market is to the...
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Singapore Equity Strategy: June 2025
Singapore’s non-oil domestic exports (NODX) unexpectedly fell 3.5% y/y in May, the worst in seven months. The contraction was led by a slump...
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Singapore Industrial Machinery: Manufacturing Growth Driving Machinery Sector
The industrial machinery sector in Singapore includes companies that manufacture semiconductor equipment, precision engineering tools, robotics,...
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ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018
If there’s one thing we bottom-up small-cap investors do poorly versus our large-cap mutual- and hedge-fund counterparts is overall market...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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