The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Credit Weekly: Risk Reduction on Election and Virus Uncertainty
Market reactions to soaring Coronavirus contagion, underpriced election outcome risks and sidelined treasury investors may augment market...
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GT Capital Holdings (GTCAP PM) - A Philippines Recovery Prospect
GT Capital provides high-quality, yet high beta exposure to the Philippines recovery though banking, autos, utilities, and property
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Bank Credit Weekly: Risk-On as US Election and Stimulus Outlooks Sharpen
A concise must-read on US$-risk sentiment derived from equity markets, rates, issuance, dollar levels and capital flows to frame near term Asia...
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Thai Banks: Down But Coming Back
With Thailand's tourism industry devastated by the lockdown imposed to contain the spread of COVID-19,
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