U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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StubWorld: More Misery For PCCW As Index Re-Bal Weighs
This week in StubWorld ... PCCW Ltd (8 HK)'s continued underperformance relative to HKT Ltd (6823 HK) may be due in part to MSCI Hong Kong Index...
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StubWorld: Naspers Embeds Another Layer Into Tencent
This week in StubWorld ... There is no apparent value enhancement to Naspers Ltd (NPN SJ)'s spinning-off and separately listing Tencent Holdings...
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The Week that Was in ASEAN@Smartkarma - Doubledragon, Indonesian Property, and UOB's Bad Loans
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Political Pit Stop (March): Time of Controversy
In the recent weeks, the election race heated up, and that's not surprising when the elections are happening on the 24th. Even by Thai standards,...
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