OTP: A GEM Favourite Reports a Loss
Behind the acquisitions, consolidation, and FX fluctuations, the trends at OTP Bank Nyrt (OTP HB) continue to erode. For this most popular of GEM...
225 Views
Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
342 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
490 Views
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
511 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
504 Views