ENTITY
SM Investments

SM Investments (SM PM)

135
Analysis
Industrials • Philippines
SM Investments Corporation is an investment holding company. The Company operates retail business and develops shopping mall and other real estate property. The Company also provides tourism services.
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•21 Mar 2017 11:01

100+ Years On, The Fed Needs a Complete Overhaul (Seasonally Adjusted Economists Need Not Apply)

This is not so much a book review as a re-direction and discussion in light of 1) recent Fed comments posted on SK, including my ex-colleague (and...

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•13 Mar 2017 11:06

Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation Support

Port Operators Outlook 2017 - Returns to Stay Muted, Throughput Recovery Provides Valuation SupportWith an uptick in economic activity and trade...

•10 Mar 2017 22:08

The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking

In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...

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•08 Mar 2017 09:03

China Still Lucrative for Businesses Despite the Rising Wage Rates

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...

•05 Mar 2017 19:19

The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam

For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...

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