Bank Negara Indonesia - Infrastructure Payroll Master - On the Ground in J-Town
A visit to Bank Negara Indonesia (BBNI IJ) at its Jakarta office revealed a bank with a positive outlook. It has the most exposure to...
276 Views
With SAN Purchase of POP, We Look at Impaired Loans and Deposit Contraction Globally
It is not clear to us how a EUR7 billion capital raising will allow Banco Santander (SAN) to clean up Banco Popular (POP), which it has just...
253 Views
The Week that Was in ASEAN@Smartkarma - Fasting, Market Malaise and Motoring
This week's ASEAN offering comes from the pre-fasting traffic-clogged streets of Jakarta. The trip in from the airport took three hours (versus the...
190 Views
The Week that Was in ASEAN@Smartkarma - Hire Cars, Rollercoasters and Containers
The most significant event in ASEAN this week was rating agency S&P's upgrade of Indonesia's Sovereign Rating to Investment Grade. It upgraded...
217 Views
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...
187 Views