Australia a Risk Haven? Not Today, Mate
Speculation that Australia will lose its AAA rating due to political deadlock at the polls has probably been enhanced by the final downgrade to...
414 Views
Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
490 Views
Merger Arb Mondays (06 Apr) - Skyworth, ENN, Qoria, Bluescope, Emmerson, Taiyo, MCJ, Sankei, Egrand
I summarise the latest spreads and newsflow for the merger arb situations we cover across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
352 Views
Asia-Pac M&A Weekly Wrap: Taiyo Holdings, TKG Aikang, ENN Energy, Bright Smart Sec, Toyota Indd
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
366 Views
Infrastructure Assets to Benefit from the New Normal of Low and Slow
A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...
685 Views