The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
187 Views
GEM Fund Positioning Update: The COVID Unwind.
How did Emerging Market managers react to the COVID-19 pandemic? Unprecedented rotation out of Bank stocks and in to Tech. How are managers now...
301 Views
Bank Mandiri Persero (BMRI IJ) - A Stand Out on a Number of Fronts
Bank Mandiri remains our top pick amongst the Indonesian banks, with a number of standout positives in credit quality, funding, digital banking,...
414 Views
The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
198 Views
Bank Credit Weekly: Risk Reduction on Election and Virus Uncertainty
Market reactions to soaring Coronavirus contagion, underpriced election outcome risks and sidelined treasury investors may augment market...
210 Views