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bearish
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Macroeconomics
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05 Nov 2024 16:00
Regional Economics: Trouble Ahead for Asian Trade?
Warning signs are emerging for trade in Asia as export orders contract and key sectors face challenges, suggesting a potential premature tapering...
Manu Bhaskaran
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65 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2024 11:30
Thematic Report: Slowdown in India's Credit Sector
RBI halts loan sanctions for NBFCs due to excessive rates and rule violations, signaling concerns over rising NPAs in retail lending and prompting...
Nimish Maheshwari
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101 Views
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bullish
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Cross Asset Strategy
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04 Nov 2024 23:46
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...
Angus Mackintosh
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225 Views
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bullish
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Quantitative Analysis
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04 Nov 2024 09:00
Screening for GEMs: November 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
Wium Malan, CFA
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100 Views
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bullish
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Thematic (Sector/Industry)
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03 Nov 2024 07:30
APAC Healthcare Weekly (Nov 3)- Eisai, Takeda, Shionogi, Astellas Pharma, Celltrion, Wuxi AppTec
Large APAC healthcare companies are reporting mixed earnings. Demography will play a key role in ensuring how the overall domestic demand scenario...
Tina Banerjee
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470 Views
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