21 Things Worth Knowing (#7)
1. US Tax reform plans propose taxing corporate cash held overseas at 12% and assets purchased from overseas retained earnings at 5%. Just a...
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TMB Bank - Going Nowhere…Fast
* TMB Bank’s (TMB.TB) run of improving fundamentals have come to an end; * The core niche SME loan segment hasn’t grown for several quarters, and...
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Ezion Holdings: A Reminder of Risks Facing Singapore's Banks
It is a stark reminder that all is not well in the oil and gas service sector in Singapore with the 2Q17 loss at Ezion Holdings Ltd (EZI SP) and...
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Japan and the Financial Sector in Asia Highly Correlated to the US....
We looked at which regions in Asia are most correlated to the S&P500. Over the last 8 years, 42% of Japanese companies have greater than 30%...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
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