Philippines: Drifting in to Oblivion
Allocations in Philippines stocks hit their lowest level since 2011 as Global EM Managers scale back exposures.• The average Philippines allocation...
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The Second Wave of Asian Integrated Resorts Is Here Posing Challenges to Beijing Policies
Here comes the inevitable price of success in Asia gaming The six tiger cubs of Asian integrated resorts are on the move propelled by China...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
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