The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Asian Credit Monitor: 2018 Portfolio Strategy, US Rate Trajectory, China Credit Gap
2017 was a decent year for EM bonds in general (both hard and local currencies), amidst strong portfolio/fund net inflows, higher risk appetite and...
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Pacific Basin Business Model, A Review After Meeting Management
Pacific Basin Shipping Ltd (2343 HK) (PB) has come a long way from de-listing from the NYSE upon sale to MISC in 1998, and re-listing in HK in...
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Noble Group: Creditors In Control
Noble Group (“the company” or “Noble”), once one of Asia’s larger commodity trading houses and supply-chain managers, is currently undergoing a...
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Last Week in Event SPACE – Toshiba, JA Solar, Hyundai Merchant, Hochtief, ASE
Last week, the announced capital raising resurrects Toshiba Corp (6502 JP); minorities should exercise a "Shanda" on the JA Solar Holdings Co (JASO...
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