The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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The Week that Was in ASEAN@Smartkarma - Filters, Construction And Shipping
I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana...
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SGX's MOE Sector Sustains 4Q16 Momentum into 2017
 § The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in...
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Takeaways from ASEAN - Investment Opportunities
Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...
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Indonesia: Non-Oil Imports Growth Likely to Turn Positive on Gradually Improving Domestic Demand
While the ongoing slowdown in China and concerns about the global economy are expected to continue to weigh on Indonesia’s exports, gradually...
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