Dollar’s Recent Weakness – Blip, Not New Trend
In past 2 months range-bound USD and Asian currencies, pull-back prone EM currencies and buoyant equities have performed in line with our forecast....
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Golden Opportunities
Negative real yields and rising equities indicate a weaker USD and a higher Gold price. In Asia India looks very interesting
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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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