Bank Credit Weekly: New Equation Is Bad News = Buy
The worse the economic news, the greater the expectation of US federal stimulus, the more the market rallies. We are now more set-up for buy-the...
228 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
138 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
169 Views
GEM Fund Positioning Update: The COVID Unwind.
How did Emerging Market managers react to the COVID-19 pandemic? Unprecedented rotation out of Bank stocks and in to Tech. How are managers now...
297 Views
BCA – Profit Returns
It was only a matter of time. Many banks are seeing the same theme: reduced credit costs supporting profit. Indonesia’s Bank Central Asia is...
247 Views