US: Trump Disinflation Evident in Feb'25, Likely to Continue as DOGE Cuts Flow In
US CPI inflation lower than expected, core inflation at 46-month low. Crude oil prices contained, DOGE impact on spending/job cuts to offset...
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Sido Muncul (SIDO IJ) - Increasingly Diversified Growth
Sido Muncul remains a standout consumer proxy in Indonesia through its Tolak Angin herbal brand playing into increased health consciousness and...
226 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
221 Views
Sea Ltd (SE US) - Shifting into Overdrive
Sea Ltd booked a blowout set of results, with strong growth and profitability across all three divisions, surpassing previous guidance and bringing...
422 Views
Cisarua Mountain Dairy (CMRY IJ) - New Variants and Channels
Cimory will drive future growth by expanding across channels, especially general trade and with the launch of new products in both dairy and...
228 Views