Bank Credit Weekly: Momentum Slows as Conviction Is Lacking
Momentum behind the Treasury market started to slow. Greater conviction is likely to build over the weeks which follow as economic data is...
231 Views
The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
219 Views
Bank Credit Weekly: Narrative Change Pushes Carry-Trade Unwind as Treasuries Rally
The narrative has changed. There is little to stand in the way of further Treasury market strength near term. This should lead to US$ weakness and...
190 Views
Last Week in Event SPACE: Toshiba, Grab, Huarong, Invesco Office, Intouch, Jardines
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
322 Views
Ngern Tid Lor IPO - Not Really at a Large Discount but the Overall Sector Has Been Doing Very Well
Ngern Tid Lor aims to raise around US$1bn via selling a mix of primary and secondary shares in its Thailand IPO. Prior to listing, it was jointly...
492 Views