Malaysia Banks – The Small, Nimble, Retail Banks Can Survive the Purge
The newly elected government in Malaysia is cutting infrastructure projects, including the Kuala Lumpur to Singapore high-speed rail. At the same...
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21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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The Week that Was in ASEAN@Smartkarma - Taxis, Satellites, and LPG
The Week that Was in ASEAN@Smartkarma Highlights from this week's offering on Smartkarma in ASEAN include a change in view from Valerie Law,...
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CIMB Group Placement - End of Strategic Ties with MUFG?
Mitsubishi UFJ Financial Group (8306 JP) (MUFG) is selling 412m shares in CIMB Group Holdings Bhd (CIMB MK) worth approximately US$605m. This a...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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