Singapore Residential - Property Market Outlook - Green Shoots Emerging (Part 1 of 4)
In Part 1 of our 4 part series we address the outlook for the sales market for private residential: Private home prices in the Outside Central...
363 Views
Sabana REIT - EShang Emerges with a 5.01% Stake
According to SGX latest disclosures (link to filings), e-Shang Infinity Cayman Limited has become a substantial shareholder of Sabana Shariah...
442 Views
Singapore Banks: A Far Greater Perception-Reality Gap Compared with China Banks
We doubt there are many people who believe that China’s banks have especially safe corporate exposure. Few believe the low 1.8% NPL ratio that...
399 Views
Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
2.2k Views
Smartkarma - Special Situations Weekly Update (9 Jan 2017)
We at Smartkarma Special Situations put out a weekly update on trade ideas we like, key events from the week gone by and what to look out for in...
212 Views