Bank Central Asia (BBCA IJ) - Leading in Transactional Banking and Returns
Bank Central Asia remains the best quality bank in Indonesia, with consistently high returns and strong risk management culture, with a convincing...
302 Views
IDX30/LQ45/IDX80 Index Rebalance: Float & Capping Changes
Float and capping changes will require passive trackers to buy BBCA and sell BBRI at the close on 28 April. There are changes to other stocks as...
542 Views
Asia Ex-Japan: Financials Recovery Leaves China Behind
Financials exposure moves higher. Active weights hit their highest level since early 2020. Indonesia, Singapore and India Financials were the...
232 Views
ASEAN Reversal. Asia Ex-Japan Managers Raise Allocations
As concerns over China persist, Asia Ex-Japan managers are becoming more constructive on the ASEAN Region and appear amenable to increasing...
370 Views
The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
270 Views