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...
278 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...
450 Views
The Week That Was in ASEAN@Smartkarma - Deltamas on Form, Metrodata Enabling Digital, and DBS & Oil
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
324 Views
Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
256 Views
Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
286 Views