Asia Ex-Japan: Financials Recovery Leaves China Behind
Financials exposure moves higher. Active weights hit their highest level since early 2020. Indonesia, Singapore and India Financials were the...
391 Views
ASEAN Reversal. Asia Ex-Japan Managers Raise Allocations
As concerns over China persist, Asia Ex-Japan managers are becoming more constructive on the ASEAN Region and appear amenable to increasing...
583 Views
The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
448 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
393 Views
Active GEM Funds: Indonesia Rebound
Active GEM managers are increasing allocations in Indonesian stocks, with all 4 of our measures of ownership increasing over the last 6-months
335 Views