The Week that Was in ASEAN@Smartkarma - Singapore's Election, Thai Hospitals, and Rubber Gloves
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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Widodo Re-Centralizes / No Omnibus Backlash (Yet) / Education to Open / Radioactive in Banten
Scrutiny shows that Widodo's heralded Omnibus Bill on Job Creation would claw back central government powers through the simultaneous revision of...
338 Views
CrossASEAN Strategy - The Impact Of "Virus Korona" On Indonesia
Indonesia stands out in South East Asia as a country without any confirmed cases of Corona Virus or "Virus Korona" as it has been coined locally,...
456 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
758 Views
EM Breakout -- Add Exposure
The laundry list of current market conditions consistent with the profile of a bull market continues to grow, helping support our ongoing belief...
683 Views