The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
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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GEM Fund Positioning Update: The COVID Unwind.
How did Emerging Market managers react to the COVID-19 pandemic? Unprecedented rotation out of Bank stocks and in to Tech. How are managers now...
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BCA – Profit Returns
It was only a matter of time. Many banks are seeing the same theme: reduced credit costs supporting profit. Indonesia’s Bank Central Asia is...
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DNB ASA – Business Is Back to Normal
Norway's DNB is indicating a return to normalcy in business; we may expect similar commentary from more banks in coming months
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Nine Reasons Why Thai Banks Should Be Worry About in the Future
Brett King's bestseller sheds spotlight on one of the world's largest sector anywhere. Is the business model dead? Do regulators get it? Are you...
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