The Philippines: Asia Ex-Japan Fund Allocations Hit All-Time Low
Shrinking benchmark weights and a dwindling active investor base means it is becoming ever easier for Asia Ex-Japan managers to avoid Philippines...
351 Views
The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
402 Views
Sumber Alfaria Trijaya (AMRT IJ) - Lawson Taking Up the Reins of Convenience
Sumber Alfaria through its Alfamart and Alfamidi formats is one of the largest mini-market operators in Indonesia but is now expanding aggressively...
539 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
462 Views
SM Investments (SM PM): Retail Income Now Exceeds Pre-Covid Levels
SMIC is benefitting from increased economic activity and buoyant consumer sentiment. Go outright long or hedge out SM Prime and BDO, in which the...
283 Views