In today’s briefing:
- Dollar’O’Meter – Continued USD Weakening Ahead Based on Our Probability Weighted Models
- The Week That Was in ASEAN@Smartkarma – My E.G. Services, Keppel Corp, and Adaro Energy’s BuyBack
Dollar’O’Meter – Continued USD Weakening Ahead Based on Our Probability Weighted Models
- Our Dollar’O’Meter hints of further USD weakness on the cards in coming months
- Relative liquidity, relative inflation and relative forward interest rates suggest a weaker USD
- The outlook for the USD is a bit more muddy in H2-2023, but we remain negative for now
The Week That Was in ASEAN@Smartkarma – My E.G. Services, Keppel Corp, and Adaro Energy’s BuyBack
- The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity bottom-up, from across South East Asia.
- The past week saw insights on My E.G. Services (MYEG MK), Pentamaster Corp (PENT MK), Keppel Corp (KEP SP), and Adaro Energy (ADRO IJ).
- There were also insights on Sea Ltd (SE US) ahead of its 4Q2022 results, Sembcorp Marine (SMM SP), and ESR-LOGOS REIT (EREIT SP) in Singapore.
💡 Before it’s here, it’s on Smartkarma
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