In today’s briefing:
- Alert: Do Bears Hunt in Packs? (Part 3) The Coming Turmoil in Currency and Commodity Markets
- The Week That Was in ASEAN@Smartkarma – Astra International, Bluebird Taxi, and Keppel Restructuring
Alert: Do Bears Hunt in Packs? (Part 3) The Coming Turmoil in Currency and Commodity Markets
- Global Liquidity seeing significant collapse and World Central Bank Liquidity slated to contract by 10-20% over 2 years
- US Dollar set to make further gains. US dollar swap-lines become important
- World commodity prices to skid lower as World economy hits recession
The Week That Was in ASEAN@Smartkarma – Astra International, Bluebird Taxi, and Keppel Restructuring
- 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 Bank Negara Indonesia (BBNI IJ), Astra International (ASII IJ), Bukalapak (BUKA IJ), AKR Corporindo (AKRA IJ), and Arwana Citramulia (ARNA IJ)
- We also saw a an insight on Blue Bird (BIRD IJ) together with significant commentary on the ongoing Keppel Group restructuring plus an ESG angle on Carsome that may IPO.
Before it’s here, it’s on Smartkarma
