The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
165 Views
2021 High Conviction | Cholamandalam Investment: A High Quality Play on CV Cycle Recovery in India
Chola is a high quality franchise with a leading presence in the CV segment. As the CV cycle recovers in India, Chola has potential to deliver 50%+...
290 Views
DBS Group Holdings – The LVB Cram Down
DBS GROUP HOLDINGS: The LVB Cram-down Raises Significant Questions Over Potential Cost For DBS, Raises Significant Concerns Over Audited Financial...
230 Views
DBS – India Merger Approved
We believe that this is transformational for DBS where growth prospects in India are infinitely higher than in Singapore, but funding benefits can...
338 Views
BFI Finance Indonesia (BFIN IJ) - Changing up a Gear
BFI Finance Indonesia (BFIN IJ) has demonstrated a strong ability to weather the COVID-19 and is now in the process of getting back to business.
363 Views