The Week That Was in ASEAN@Smartkarma - MAPI's Remoulding, Sido Muncul, and Bukalapak's Renaissance
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), and Bukalapak (BUKA IJ), as well as rapidly...
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GoTo IPO Trading - A Test for the Domestic Market
GoTo was initially aiming to raise around US$1.25bn from a local listing. It managed to raise US$960m after downsizing its deal and pricing close...
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Asia Ex-Japan Active Funds. Big Q1 Underperformance.
Active Asia Ex-Japan managers suffered one of their worst quarters in over a decade, with Value managers the only Style group to outperform the...
310 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
316 Views
GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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