Virtual Banking: Thailand Is Finally Ready
To get ready for Thailand's virtual banking license this year, we look into Thailand’s digital wallet landscape, microfinancing, and debt...
599 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
367 Views
SET50 Index Rebalance: Four Changes in Two Weeks; DELTA Capping Too
There are 4 changes, plus DELTA capping. Impact on the adds is bigger and positioning appears smaller. The deletes are down a lot and there could...
749 Views
Quiddity Leaderboard SET50 Jun25: Capping Expected for DELTA; Three Index Changes Likely
We estimate the one-way flow for SET50 during the June 2025 rebalance to be ~US$67mn which translates to a turnover of 2.9%.
522 Views
Quiddity Leaderboard SET50 Jun25: Four Changes Likely; Capping to Be Introduced
There could be 4x ADV to buy in Thanachart (TCAP TB) and we see this as a high-conviction ADD. Some of the other ADDs/DELs are closer to the border...
479 Views