The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
504 Views
Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
389 Views
Robinson Delisting Central Retail IPO Exchange Offer - Interesting, but Disadvantaged
On the 26th of July, a Board of Directors’ Meeting of Robinson Public Company (ROBINS TB) passed a resolution to propose that an Extraordinary...
916 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
479 Views
Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
532 Views