The Week That Was in ASEAN@Smartkarma - Grab on the Go, Monde Nissin, and Online Groceries
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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PCOMP Index Rebalance: ACEN, CNVRG Added; EMP, DMCI Deleted
ACEN and CNVRG have been added to the index replacing EMP and DMC. Historically inclusions have outperformed the deletions. There are rule changes...
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PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
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PSEi Index Rebalance Preview: Follow-On Offering Could See ACEN Added, DMC Deleted
AC Energy could be added to the PCOMP Index due to its upcoming follow-on offering. DMCI could be deleted. Inclusions have historically...
604 Views
India, Indonesia and the Philippines Racing to Cut: What a Difference a Year Makes
Rewind the tape to the first quarter of 2018 and the concerns in Asia surrounded exchange rate weakness and rising consumer price inflation (which...
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