Asian Equities: Be Selective - Focus on The "ROE Winners"
​Asia's cheap P/BV compared to the US is due to low ROE. Over the next couple of years Asian ROE is forecast to revive relative to US, driven by...
656 Views
Thailand: Ready (Re)SET Go!
Thailand's SET has underperformed as expected, declining further to 1,364.5 on 24-May versus 1,398.1 on 28-February. Here we suggest on what the...
492 Views
Finding Leadership Within Emerging Markets
We are starting to see early signs of a potential bottom on $EEM. Specifically, the EEM has reversed topside its 6-month downtrend. If EEM has...
457 Views
U.S. Dollar Topping?; Bullish Reversals Continue; Ideas in Growth/Cyclicals, Financials
This is now the third week in a row where we are discussing an increasing number of country indexes with bullish 3.5-9-month downtrend reversals,...
648 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
532 Views