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Indonesia Selamat Pagi!
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Indonesia Selamat Pagi!
Bottom-up Indonesia Insights
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 20:04
Mapping Indian Market Performance Around Past 10 Budgets
FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...
Sudarshan Bhandari
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33 Views
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bullish
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Cross Asset Strategy
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22 Jul 2024 18:09
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
Angus Mackintosh
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35 Views
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 17:26
Union Budget 2024 Expectations: The Modi 3.0 Era and Its Impact on India's Economic Growth
Union Budget 2024 aims to boost job creation, rural support, and domestic manufacturing for economic growth and self-reliance, with focus on...
Nimish Maheshwari
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50 Views
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 11:30
The Impact of the US Biosecure Act on India's Pharma Export Market
The US Biosecure Act may shift federal sourcing from China to India, boosting the country's pharmaceutical manufacturing and global competitiveness.
Nimish Maheshwari
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129 Views
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bullish
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Arwana Citramulia
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22 Jul 2024 09:30
Arwana Citramulia (ARNA IJ) - Top Notch Industrial with a Catalyst
Arwana continues to expand its capacity into higher-margin porcelain tiles, which will help to drive future growth and profitability. Valuations...
Angus Mackintosh
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159 Views
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