K Bank Draw Toward Better Support
Kasikornbank PCL (KBANK TB) warrants some near term caution within a pullback cycle that will set up a better long entry. Bear divergence and sell...
218 Views
Asia Ex-Japan Financials. Slowly Regaining the Faith.
Active Asia Ex-Japan managers move back in to the Financials sector after a period of heavy rotation, however allocations remain well below...
291 Views
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...
248 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...
234 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...
205 Views