GEM Positioning Monthly: Indonesian Financials, Food & Beverages, Lenovo Sentiment Reversal
Copley Fund Research analyse the holdings of long-only equity funds. This analysis is taken from our GEM research product, covering 189 global...
583 Views
Global Banking Trends: Trusting the Signals
The PH Score™ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
609 Views
'Soft Crackdown' / Demos Mount / Reshuffle Plan / SOEs + China V KPK / Lembong on BRI / E-Forex OK'd
A soft crackdown -- issuing charges of money laundering and treason against key lieutenants organizing demonstrations for Prabowo - entails both...
457 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
431 Views
Danamon Deal Done: Index Selling and MUFG Selldown To Come
The purchase by Mitsubishi Ufj Financial (8306 JP) of Bank Danamon Indonesia (BDMN IJ) and Bank Nusantara Parahyangan (BBNP IJ) shares via a...
795 Views