The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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Bank Mandiri - Liquidity Drains and Bigger Mortgages - On the Ground in J-Town
A meeting with Bank Mandiri Persero Tbk Pt (BMRI IJ) recently in Jakarta revealed some interesting trends in both the liquidity for the sector and...
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Jakarta's Gubernatorial Election - A Close Run Thing
A voter brandishes the proof of her stake in democracy in IndonesiaAfter the first round of the Jakarta Governor Election, incumbent Governor...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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