Large Cap GEM Bank Screener - Our Top Picks
In EM Asia, we like CCB, HDFC Bank, Mandiri & Hana; in LatAm, we turn positive on Banco do Brasil, go cautious on Bradesco & remain cautious on...
548 Views
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
362 Views
Panin Financial - Vanishing Growth, Falling ROE, Despite Likely Rebalancing Beneficiary
PNLF shows vanishing asset growth, falling ROE, and what appears to be a continuation of this during 1Q23. Even if it is a beneficiary from index...
323 Views
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
275 Views
Bank Rakyat Indonesia (BBRI IJ) - Shifting to Higher Yield Products
Bank Rakyat continues to march to the tune of its micro-lending capabilities with recent moves focused on growing its higher-yield Kupedes and...
449 Views