Ohayo Japan| US Out - Quiet; "Thread" To Face off Vs "Twitter"; NUGGET: Lawson - Gunning for Growth
US out for 4th of July - Global markets quiet; NKY Futs -0.8% vs Cash; NKY -1% as JP succumbs to profit taking; Toyota to cut Solid State battery...
371 Views
HDFC Bank - Ranks 2nd After Merger Compared With Asia Pacific Banks
The merger is now done, and this is more relevant, highlighting now large HDFC Bank is now in Asia Pacific, not only in India.
657 Views
Last Week in Event SPACE: Naspers/Prosus, Swire Pacific, NTT, Aussie Tax-Loss Selling
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
402 Views
MUFG & PT Mandala Multifinance - Too Small To Matter, LT Perspective ROA Is Key
MUFG's purchase of Mandala in Indonesia may sound enticing, but the reality is that this is too small to matter, while perspective shows no major...
258 Views
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
283 Views