Thai Macro Watch (November): GSP Cancellation, Fallout at Thai Summit
Five external news/trends which we highlighted in the recent month: America cuts Thailand's GSP privilege, affecting several companies in the food...
364 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
491 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
MUFG (8306 JP): No Harm in Waiting (1Q FY3/2020 Results Comment)
Overall, Mitsubishi Ufj Financial (8306 JP)’s 1Q FY3/2020 results were encouraging. Japan’s biggest financial group looks well-placed to...
336 Views