The Week That Was in ASEAN@Smartkarma - Arwana, BFI Finance Indonesia, and Singapore Banks
The past week saw insights on Arwana Citramulia (ARNA IJ), BFI Finance Indonesia (BFIN IJ), Raffles Medical Group (RFMD SP) and Yangzijiang...
432 Views
Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons
In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...
135 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
588 Views
Active GEM Funds: Positioning Chart Pack
In this chart pack, we highlight the key country, sector and stock exposures among active Emerging Markets equity funds.
381 Views
Indonesia: Sentiment Weakens as Key Sectors and Stocks Lose Ground
Indonesia's exposure among EM funds is beginning to taper, with 2.3% of funds closing positions and 6.3% shifting to underweight over the past six...
562 Views