Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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MER (MER PM): No. 1 in Philippine Power to Enter Africa
Strong stock price momentum, low correlation with Western stock markets, and low earnings expectation relative to its sector New coal-fired power...
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The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
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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Interesting Stocks to Consider in ASEAN
We highlight 15 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN markets...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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