EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
425 Views
Fukushima Bank (8562 JP): Years of Living Dangerously
Compared with, say, megabank Mitsubishi Ufj Financial (8306 JP) whose capitalization now exceeds ¥9.58 trillion (US$86.14 billion), little...
303 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
361 Views
Bank Tabungan Pensiunan Nasional: Deciphering the Merger and Arbitrage Trade
The merger of Bank Tabungan Pensiunan Nasional (BTPN IJ) and Sumitomo Mitsui Banking Corporation Indonesia (SMBCI) is likely to go through despite...
579 Views
Last Week in Event SPACE: Sanyo Special, Fast Retailing, Danamon, BTPN, Fairfax, Hankuk
Last Week in Event SPACE ... The results of the discussions between Sanyo Special Steel (5481 JP) and Nippon Steel & Sumitomo Metal (5401...
376 Views