The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
446 Views
Singapore Macro Negative
Straits Times Index Sti (STI INDEX) has registered a high conviction bear impulse from recent highs and backswing resistance (broken rising wedge...
377 Views
Trading into and Out of the G20
We hold a macro bearish view for 2019 but do see risk of a G20 induced December rally spike on an US/China olive branch or staggered deal schedule....
486 Views
Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
413 Views