LGChem/SKI Deal - Another Korea Discount Worry? Follow the Female Lead
IP protection is a big worry for Korean firms - has the 2 precedent cases in Korea in 2021 lower the value of IP from the view of international...
543 Views
The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
440 Views
NPS Raises Domestic Equity Allocations
NPS increased the strategic asset allocation (SAA) limit for domestic equities from the current 2% to 3%. As a result of this change, the sale of...
575 Views
Aequitas: SK Hynix US$27bn ADR Listing - Discount Has Already Been Narrowing
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise up to US$27bn via an ADR listing. In this note, we talk about the deal...
309 Views
Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
516 Views