EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
680 Views
The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
578 Views
Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
599 Views
Sector Briefing: Beer in Vietnam (Prospects) - Part 3
Beer is expected to register a positive total volume performance over the forecast period, although at a slower pace than in 2016. The expected...
440 Views
Sector Briefing: Beer in Vietnam (Trends) - Part 1
Beer increases by 8% in total volume terms in 2016, to reach 3,636 million litresConsumers increasingly turn to branded beer for its quality and...
367 Views