Industry Report - Oil and Gas - Neutral - China's recovery holds key to growth
According to the International Energy Agency (IEA), global crude oil demand is forecast to increase to 103mnbd by 2mnbd (+2% YoY) in 2023.
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Oil Price Shock’s Impacts on Vietnam’s Oil and Gas Industry
Vietnam's crude oil trade has shifted towards net imports since 2018. The main reason for this is that domestic demand for crude oil has surged
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Frontier Markets Exposure in EM Funds
With Argentina and Kuwait moving up to Emerging status, how are active EM investors positioned in the current crop of Frontier Markets?
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Vietnam Market Update: Asymmetric Features of the Equity Market
This insight will focus on the following:1) Updates for various investment themes, as well as new investment themes as a result of new listings...
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The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
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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