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...
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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%+...
280 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...
213 Views
SiMSCI Futures Provided Efficient Mid-Week Hedge on Big Caps
SiMSCI Futures are based on the MSCI Singapore Free Index which is made up of 19 constituents, maintaining a significant 98% correlation to the...
647 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...
324 Views