EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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The Week that Was In ASEAN@Smartkarma - Malaysia Boleh, Department Stores, and Millennials
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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Sector Capsule: Cafés/Bars in Hong Kong, China
Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in...
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Barito Pacific Placement - Well Flagged Deal but Seems to Be Priced In
Barito Pacific Tbk Pt (BRPT IJ) plans to raise US$250m via an issuance of primary shares with detachable warrants. In addition, the company will...
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BRPT: Aims to Become a Star in Energy as Well
Relatively strong analyst recommendation, improving asset turnover,and improving operating profit relative to its sector BRPT aims to acquire a...
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