Bank Negara Indonesia Persero (BBNI IJ) - Still More Pain to Come
BNI has high exposure to corporate lending in Indonesia and as a result, is an interesting proxy to the economic recovery next year but there is...
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Lippo Karawaci (LPKR IJ) - Reasons to Be Cheerful
Lippo Karawaci (LPKR IJ) has been through a financial restructuring and rights issue that is now behind it, with a new high-caliber management team...
429 Views
EM Banks: Screening for Value and Resilience
We highlight 5 EM banks we see as standouts on our bank screens, Credicorp, Banco do Brasil, Banorte, Sberbank and Garanti. EM investors reduced...
330 Views
BFI Finance Indonesia (BFIN IJ) - Changing up a Gear
BFI Finance Indonesia (BFIN IJ) has demonstrated a strong ability to weather the COVID-19 and is now in the process of getting back to business.
357 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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