Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
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Riedel CNBC Interview - Top Picks in Asia, Outlook for Tech and Trade
Outlook for Asian markets We are very positive on Asia at this time. Continued growth in intra-Asia trade supported by wide-spread business...
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Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Trump’s ‘Art of the Deal’ Versus Sun Tzu’s ‘Art of War’…
I’ve been in Asia seeing clients - the latest US tariffs were well flagged but coming amid weakening cyclical data and a spike in interbank rates...
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