Global Emerging Markets Weekly: 21 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
560 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
301 Views
Gojek-Tokopedia Combine Their Businesses to Form GoTo Group; Is an IPO on the Cards?
Indonesian ride-hailing start-up Gojek and e-commerce player Tokopedia announced today that the two entities are merging their businesses and the...
314 Views