The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
376 Views
Hang Seng (HSI) Vs Nasdaq-100 (NDX): Nasdaq Surge Pushes Pair to Three-Sigma Dislocation
7% target return as the cross-market spread moves to a three-sigma extreme following the Nasdaq rally, highlighting a rare relative value...
405 Views
Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
3k Views
US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
355 Views