Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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PTBA: Coal Player with a Solid Balance Sheet
Earnings on an upcycle trend, good cost management, and low debtlevels relative to its sector PTBA plans to begin construction of a steam power...
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PTBA : 1Q17 Results
Tambang Batubara Bukit Asam (PTBA IJ) 1Q17 result: Net profit above consensus: PTBA reported strong net profit growth of 162% yoy to reach IDR 871...
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