The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
389 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
388 Views
GEM Fund Positioning Update: The COVID Unwind.
How did Emerging Market managers react to the COVID-19 pandemic? Unprecedented rotation out of Bank stocks and in to Tech. How are managers now...
444 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
354 Views
Global Banks – Cost Purge
We must expect the previously good delta in credit costs to wane or to reverse altogether alongside renewed lockdowns. To preserve profit, banks...
508 Views