Alpha Bites: Performance Summary of Trade Recommendations – November 2021
I provide a performance update of all my trade recommendations along with discussing the open trades. I have recommended closing 18 of the 27...
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Alpha Bites: Long Thai Baht (THB) Vs Short Singapore Dollar (SGD)
I recommend a Long Thai baht/Short Singapore dollar trade as growth in Thailand is finally starting to pick up but is not strong enough in...
291 Views
FX Dashboard: Updating EM FX Winners and Losers
As the US dollar turns trendless, I go over the regional and country divergences to identify the outperformers and underperformers in EM. I also...
236 Views
FX Dashboard: Is the Thai Baht Finally Turning?
The Thai baht has performed well lately on the easing of curbs and tourism picking up. While there is ample room to make up its previous lag, the...
319 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Thai Beverage, and Astra's Auto Boon
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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