2020 Strategy: Less Than 20/20
We see 2020 as full of surprises, marked by rising geopolitical risk. Major headlines this year will include the US election in November, BREXIT,...
667 Views
The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
535 Views
Bondcritic Market Monitor (14-Oct): Improving Risk Apetite
2/10 UST spread remains in double–digit, and the 10-year treasury yield rose about 20 bps in a week, indicating risk appetite in the market, on a...
611 Views
Vietnam: Still Primed for Investment Grade
We see Vietnam Government International Bond (VIETNM GOVT) as a “BB” credit with a positive rating pressure, following the path of Indonesia and...
761 Views