The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
466 Views
TCB: Subpar Trends and Valuation Leave Us Unconvinced
Steven Holden pinpoints Vietnam record ownership as a key theme for 2020. Steve explains: "the percentage of GEM funds with exposure to Vietnamese...
358 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
483 Views
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
500 Views
Techcombank - Best House In a Bad Neighborhood
* With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
672 Views