Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
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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ERAA: Formidable Partnership with Xiaomi
As my colleague in CrossASEAN research, Angus Mackintosh , mentioned in his latest note on Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite...
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Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite All - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) in Jakarta revealed a Bank with a well-balanced outlook, despite a slightly slower picture...
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