Thinking About the Royal Dutch Shell "Unification"
Royal Dutch Shell has announced a planned "Unification" to be decided by shareholder vote on 10 December. The goal is to unify the A and B lines to...
447 Views
The Week That Was in ASEAN@Smartkarma - BNI Re-Rating, Indonesian Logistics, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
114 Views
AKR Corporindo (AKRA IJ) - Chemical and Smelter Driven Growth
AKRA is an interesting proxy to the recovery in the Indonesian economy through its petroleum & chemical distribution, with the kicker of its...
119 Views
Global Cyclical Value Sectors Improving -- Buying Financials and Energy Names: ING Groep, Many More
Continued rising rates is likely to support value Sectors moving forward (especially Financials and Energy), and it also typically indicates...
345 Views
Global Fund Positioning Update: Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
306 Views