Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
715 Views
The Week that Was in ASEAN@Smartkarma - Bulls, Demographics and World War Three
In the week of Hari Raya Idul Adha, we saw a number of interesting insights, both equity bottom up and top down and thematic. At the start of the...
320 Views
Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 2 of 4)
In Part 2 of our 4 part series we address the outlook for the rental market for private residential: The URA’s rental price index for private homes...
2.4k Views
Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 1 of 4)
In Part 1 of our 4 part series we address the outlook for the sales market for private residential: Private home prices in the Outside Central...
566 Views
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
1.7k Views