Bank Mandiri (BMRI IJ) - Digital and Syariah Fuelled Recovery
Bank Mandiri is moving forward on loan restructuring, growing loans again in 1Q20, and continues to build its liquidity, with the backdrop of...
210 Views
The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
257 Views
Bank Negara Indonesia (BBNI IJ) - The Happening
BNI has been the laggard amongst its top four peers in Indonesia but we expect this to change as a new senior management team pushes through new...
376 Views
Asia Ex-Japan Financials. Slowly Regaining the Faith.
Active Asia Ex-Japan managers move back in to the Financials sector after a period of heavy rotation, however allocations remain well below...
286 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
216 Views