Jkt Unrest Possible Next Week, Rp Slides / Margin Nears 11% / GA Tariff Cap / SMI Sees Slower Growth
Prabowo remains defiant and vitriolic, escalating tensions and contributing to a rupiah slide. He may forgo an electoral appeal and move to...
543 Views
'Soft Crackdown' / Demos Mount / Reshuffle Plan / SOEs + China V KPK / Lembong on BRI / E-Forex OK'd
A soft crackdown -- issuing charges of money laundering and treason against key lieutenants organizing demonstrations for Prabowo - entails both...
456 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
425 Views
Refusniks Vs KPU / Tension Persists / Slow Count / Minister Talks Labor Regs "Reform" / Headless PLN
Prabowo persists in refusing to acknowledge the election outcome, while attempting to delegitimize electoral authorities. He has rejected an...
470 Views
AGM Jardine Cycle & Carriage (JCNC SP): Cars, Cows and Cement; High Gearing = Likely Rights Issue
The 50th JCNC AGM was all about cars, cows and cement. Investors questioned the board on various topics. Jardine Cycle & Carriage Ltd (JCNC SP)...
707 Views