Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
356 Views
Ultrajaya Milk Ind & Trading (ULTJ IJ) - The Dairy King of Indonesia
Based up in the cooler climes of Bandung, Ultrajaya Milk Ind & Trading (ULTJ IJ) is one of Indonesia's hidden GEMs, with a 40% share of the...
538 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
298 Views
KINO Indonesia (KINO IJ) - Health Drinks, Hair Vitamins, Halal Toothpaste, and Hand Sanitiser
Kino Indonesia (KINO IJ) remains an often overlooked Indonesian consumer play with an interesting stable of strong brands, with a leading market...
461 Views
Media Nusantara Citra (MNCN IJ) - Moving to Virtual Reality
A conversation with Media Nusantara Citra (MNCN IJ) yesterday revealed a company in relatively confident mood, rapidly adapting to the COVID19...
292 Views