Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
514 Views
RRG Global Macro - Inflation Continues to Rise - Trade War Won't Help - Opportunities in EM
Turkey: Erdogan appointed son-in-law to head economy. Hints that interest rates need to come down hurt lira. Brazil: IMF experts visited last week...
414 Views
SCMA - Leading the Charge to the Games - On the Ground in J-Town
A recent conversation with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a slightly less optimistic short-term view but continuing...
179 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
113 Views
Indomobil Sukses Internasional - The Changeling? - On the Ground in J-Town
A recent visit to Indomobil Sukses Internasional Tbk Pt (IMAS IJ) in Jakarta revealed a fascinating transformation story and an obvious...
388 Views