The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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SPX Hit 3,800 Long Risk Support
We called for covering short exposure and putting on risk in our bull group near SPX 3,800 support (hit 3,804.75) for the bull case from SPX wedge...
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Sustainable Stock Exchanges: SGX, HKEX Are Shaping the Future of Sustainable/ESG Investing in Asia
Sustainability is imperative, capital is its cornerstone, and markets move capital. Exchanges, at that vital intersection, are agents of progress...
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Philippines: Institutional Reforms that Promote Macro Stability
Legislation on rice tariffication signed by President Duterte into law allows for liberal rice imports, thus, effectively dismantling the State...
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Philippines: Sleuthing for Upside Risk to Rice CPI Post-Typhoon
We estimate rice inflation can rise (fall) by 0.26% for every 100K tons decrease (increase) of total rice inventory. Getting a ‘beta’ that...
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