China Flips Investment Switch Back On...
The short China base metals/deep cyclicals stance since December has paid off, with copper slumping to a year low, but there are early signs that...
336 Views
Japan Fortnightly Update: Banks to Neutral/Utilities to Negative - Results Momentum Still Slowing
CYCLICAL SECTORS RALLY WITH THE MARKET - Japanese equities have rallied 3.6% over the last two weeks, and the market composite is now flat since...
379 Views
JAPAN PASSIVE: The Nikkei 225 Baskets if BOJ Changes
Last week in JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 I discussed the BOJ's past and current ETF purchasing selection, ownership,...
573 Views
The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
360 Views
United Tractors - Heavy Set yet Nimble - On the Ground in J-Town
A meeting with Indonesia's leading heavy equipment player United Tractors Tbk Pt (UNTR IJ)'s management at its Jakarta headquarters underpinned a...
531 Views