The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
265 Views
Bank Credit Weekly: Bull Steepening, but Is It Sustainable?
Treasury yields bull steepened while the melt-up led credit total returns. Yield conviction may build as April economic data is published; however,...
229 Views
Bank Credit Compass: Total Return Sweet Spot Moves, but May Rebound
The sweet spot for total return investors moved dramatically in April. However, as the month ended, the reflation trade returned. May could see a...
320 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
Bank Credit Weekly: Momentum Slows as Conviction Is Lacking
Momentum behind the Treasury market started to slow. Greater conviction is likely to build over the weeks which follow as economic data is...
248 Views