The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
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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Indonesia: Loose Mobility Curbs Fail to Spruce Up The Economy
Indonesia's experiment with relatively loose mobility curbs at the onset of the pandemic may have prolonged the economic malaise.
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TMI Snapshot: Vaccine Sentiment Update - Early Signs of Improvement
After a surge in concerns related to the slow vaccine rollout in January, our text mining sees improvement on the margin in the past week, which...
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Currency Seasonality’s Slow Comeback?
Identifying currencies' monthly seasonal patterns and why they may break down can potentially generate alpha. Seasonal patterns broke down in 2020...
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Dollar – Diversification, Rotation and Valuations
Consensus view remains that USD will depreciate and EM currencies outperform. But that's not been the case in past 5 weeks as reserve...
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