The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
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October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
324 Views
A Final Update on the Trump Trade: Tail-Risk Assessment
Our base case calls of a Trump win for higher inflation, higher rates and an equity bull. However, investors should be aware of high levels of tail...
197 Views
Launch of the Korea Value-Up ETFs on 4 November
There will be 12 ETFs related to the Corporate Value Up program that will be launched in Korea on 4 November. Initially, there will be a total of...
363 Views
India: Diwali Bonus
Since our tactical short on the BSE Sensex on 24 September, the index has dropped 7.5%. This dip presents a buying opportunity, as India remains a...
186 Views