The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
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Short DBS Bank Singapore
We will start a new series of short ideas in Asia given our call for EM equities to peak tactically in August and decline into September. We will...
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Reigning in Provision Costs, Despite Higher Bad Loans: DBS
Against higher bad loans, DBS Group Holdings Ltd (DBS SP) took less provision expenses. The bank’s bad loans were up 37% in the past twelve months,...
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The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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