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?
219 Views
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...
939 Views
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...
187 Views
PVS - Catalyst from Key Oil & Gas Projects
The M&C segment will see falling revenues as there are not many new projects to be recorded However, the gross margin will improve thanks to...
80 Views
Navigating Vietnam's New Investment Landscape
The investment landscape of Vietnam has changed considerably since early 2016. The country’s economic resilience is resulting in the country’s...
391 Views