The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
359 Views
JPFA (JPFA IJ): Benefits from Loose Input and Tight Output Supply
Good price momentum and low price-to-sales relative to its sector Expanding poultry feed margin due to lower input costs from corn oversupply and...
401 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
345 Views
Interesting Stocks to Consider in Asia
We highlight 15 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets...
461 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
420 Views