ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
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UOB, Singtel & OCBC Led Net Institutional Buying in Early October
The first 11 sessions of October have seen Singapore stocks book S$280 million of net institutional inflow, following on from close to S$330...
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Thai Beverage (THBEV): All Stars Aligned
Phuket is the only place that alcoholic beverages are allowed to be sold on-premises. Soon, the policy will be applied to the whole nation...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Smartkarma Webinar | ESG Metrics and Materiality - What Matters to Whom and Why
On 25 August, 5pm SGT, join us and Kyle Rudden for an overview of the “Metrics and Materiality” issue and debate in ESG investing. This webinar is...
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