Asia Ex-Japan: Financials Recovery Leaves China Behind
Financials exposure moves higher. Active weights hit their highest level since early 2020. Indonesia, Singapore and India Financials were the...
232 Views
ASEAN Reversal. Asia Ex-Japan Managers Raise Allocations
As concerns over China persist, Asia Ex-Japan managers are becoming more constructive on the ASEAN Region and appear amenable to increasing...
370 Views
The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
270 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
188 Views
Bank Central Asia: GEM Funds Hit Max Exposure
Ownership in PT Bank Central Asia has hit record highs. Of the 246 active GEM funds in our analysis, 46.3% own BBCA and 40.24% are overweight the...
189 Views