Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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KBANK / BBL Update (With Less Permata on the Side)
At the end of February, I wrote an insight about the Kasikornbank PCL (KBANK TB) / Bangkok Bank Public (BBL TB) pair based a combination of...
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Bank Permata Terms Lowered; Offer May Come Earlier
Yesterday, Standard Chartered (STAN LN) and Astra International (ASII IJ) announced (StanChart (English), Astra (bahasa)) they had signed an...
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Bangkok Bank/Permata Lowered Terms Point to Completion
On 20 April, Standard Chartered (STAN LN) and Astra International (ASII IJ) agreed with Bangkok Bank Public (BBL TB) to amend the terms of the...
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The Week That Was in ASEAN@Smartkarma- Indonesian Healthcare, Singapore REITs, and Regional Cement
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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