Temasek Walks Away from Keppel Deal
After nearly 10 months of work across many jurisdictions (and probably a dozen insights by yours truly in that period), Temasek has decided to walk...
583 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
283 Views
Manufacturing Surge Is Tempering the Magnitude of Recession
We are revising up our forecast of Singapore's real GDP growth in 2020, to +1.5% (from -1% previously) because of the remarkable resilience of...
152 Views
Trade Ideas SG EU/US Focus REITs - The Orphaned Lot Is Starting to Look Interesting
In my previous insights on Singapore REITs I have spoken about a number of different sectors, however, I haven't spoken about the overseas focussed...
547 Views
Single Stock DLCs Dominate March DLC Turnover
Amidst increased volatility in global markets, DLCs may be a useful tool in hedging investment portfolios and capturing short-term market...
551 Views