The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Paying with PayPay: A Deep Dive into Yahoo! Japan’s Mobile Payment Business
In our previous note, Rakuten Pay Tops the Japanese Cashless War, we suggested that Rakuten Inc (4755 JP) is most likely to walk away as the winner...
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Bank Danamon – A Shift Toward Lower Returns
The risk to Bank Danamon Indonesia (BDMN IJ) after the Mitsubishi Ufj Financial (8306 JP) take-over may be most clear when looking at peer bank...
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Rakuten Pay Tops the Japanese Cashless War
Readers interested in Japan's payments/cashless future should refer Michael Causton's excellent work in Who Will Win the Cashless Wars in...
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Japan Banks – Unloved for Many Reasons
The Bank of Japan (BOJ) offers negative interest rates on monies deposited. Japan’s banks are largely wholesale, with lumpy corporate loans and in...
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