U.S. Dollar Topping?; Bullish Reversals Continue; Ideas in Growth/Cyclicals, Financials
This is now the third week in a row where we are discussing an increasing number of country indexes with bullish 3.5-9-month downtrend reversals,...
648 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
483 Views
The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
374 Views
India, Indonesia and the Philippines Racing to Cut: What a Difference a Year Makes
Rewind the tape to the first quarter of 2018 and the concerns in Asia surrounded exchange rate weakness and rising consumer price inflation (which...
382 Views
Turning Point: Philippines Growth Set to Improve But…
After our visit to Manila at the end of August, we are not ready to upgrade the equity market from our current underweight recommendation. There is...
594 Views