The Week That Was in ASEAN@Smartkarma - ACE to AZKO, Vinfast Going Direct, and The Keepers
The past week saw insights on Aspirasi Hidup Indonesia (ACES IJ), Vinfast (VFS US), Suntec REIT (SUN SP), Ginebra San Miguel (GSMI PM), and The...
500 Views
Singapore Market Roundup (13-Dec-2024): CGSI Covers Pacific Radiance & Marco Polo Marine
CGSI initiates coverage on Pacific Radiance and Marco Polo Marine as beneficiaries of O&M, add calls; Bumitama Agri, Oiltek, ST Engineering, SGX,...
737 Views
Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
594 Views
Asia REITs Momentum Slows on Souring Investor Sentiments
In Asia's major markets, REITs are grappling with escalating macroeconomic and contagion risks, amplifying their financing and performance...
120 Views
Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
703 Views