GEM Fund Performance. April Compounds Woes for Active Managers
It has been one of the worst starts to the year for active EM managers in over a decade. We analyze recent performance, attribution and how this...
505 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
516 Views
The Week That Was in ASEAN@Smartkarma - MAPI's Remoulding, Sido Muncul, and Bukalapak's Renaissance
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), and Bukalapak (BUKA IJ), as well as rapidly...
532 Views
Asia Ex-Japan Active Funds. Big Q1 Underperformance.
Active Asia Ex-Japan managers suffered one of their worst quarters in over a decade, with Value managers the only Style group to outperform the...
496 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
503 Views