BNI – Misunderstood by Market?
There is little in the recent results of large Indonesian banks that supports the divergence in how the market is considering Bank Negara Indonesia...
501 Views
Prabowo Changes Tack / Pertamina's Offshore Blowout / Adverse Water Bill May Pass / Tollroad Tenders
Widodo aims to maximize his alliance, while Prabowo is seeking material benefits; the latter is therefore playing humble to curry favor -- but...
493 Views
Widodo's Talking a Big Game (But Fielding a Faulty Team) / Rates, Poverty Fall / CCTV Traffic Fines
Widodo issued bold pledges about rolling out more infrastructure, upgrading human resources, attracting investment for job‑creation and – most...
424 Views
The Week that Was in ASEAN@Smartkarma - Ace Hardware, Thai Retail, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
453 Views
Indonesian Banks: A Quantamental Approach.
Indonesian banks seem to be all the rage with international fund managers as pointed out by Steven Holden in a recent fund flow analysis GEM...
474 Views