US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
433 Views
The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
386 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Health, KBANK's Woes, and Bank Credit Costs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
398 Views
Asian Equities: Small Caps with Strong Growth, Reasonable Valuations, and Strong Balance Sheets
Screening Asian Small Caps reveals 93 stocks across markets. HK & SG-Malaysia are the most diversified. India is dominated by financials, TW by...
148 Views
The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
633 Views