The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
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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Global E&Ps: Energy Weekly Vol. 23
Oil PriceCrude oil prices broke their 7-week old losing streak, ending the week up c.4% with WTI at USD 68.55/bbl and Brent at USD 75.6/bbl. The...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Upstream Oil & Gas M&A Surges As Mixed 2Q18 Results Keep E&Ps Undervalued
A wave of summer M&A. After three months of subdued M&A in the oil and gas upstream industry, over $30bn of deals have been announced...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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