The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
167 Views
AKR Corporindo (AKRA IJ) - Well-Rounded Industrial Recovery Play
AKR is one of the few high-quality Indonesian industrial plats through its chemical and fuel distribution businesses, with increasing contributions...
201 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
218 Views
S&P 500 Testing 3870 Support; 10-Year Yield In Focus
As the S&P 500 pulls back to logical support at 3870. In today’s report we highlight attractive Groups and stocks within Materials and Transportation.
223 Views
TMI Snapshot: Metals Points - Restocking Pauses, Copper Sentiment Pulls Back from Extremes
The year-end restocking trade has faded into the Lunar New Year, dragging on the reflation trade. Lithium sentiment is the only standout this...
310 Views