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...
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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...
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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...
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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...
210 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...
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