The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
256 Views
Steel Pipe Industry of Indonesia (ISSP IJ) - Piping Hot
SPINDO is Indonesia's largest steel pipe manufacturer, with exposure across diverse sectors, including infrastructure, autos, and Oil & Gas....
284 Views
India Twin Deficit Watch: Fiscal Deficit to Shrink to 4% of GDP in FY26, CAD to 0.2%
India's total exports hit $1trn in 2024, despite declining refined-oil exports. CAD to shrink to 0.1% of GDP in FY26 and fiscal deficit to 4% of...
383 Views
India: RBI Turns Accommodative; Expect Another 100bp of Rate Cuts by Dec'25
RBI cuts policy rate 25bp, shifts to accommodative stance. We expect sharp moderation in inflation to 3% in FY26, and 100bp rate cuts by Dec'25 to...
222 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
317 Views