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...
455 Views
GoTo IPO Trading - A Test for the Domestic Market
GoTo was initially aiming to raise around US$1.25bn from a local listing. It managed to raise US$960m after downsizing its deal and pricing close...
684 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...
439 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...
419 Views
GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
406 Views