The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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Astra International - Transformer - On the Ground in J-Town
A recent company visit with the four-strong Investor Relations team at Astra International Tbk Pt (ASII IJ) at its Sunter Headquarters revealed a...
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Astra International: Reminiscences of the Old Days And Current Thoughts
Times have changed for Astra International Tbk Pt (ASII IJ) in terms of growth profile. But, we believe that what remain unchanged for ASII are...
166 Views
BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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The Week that Was in ASEAN@Smartkarma - Taxis, Satellites, and LPG
The Week that Was in ASEAN@Smartkarma Highlights from this week's offering on Smartkarma in ASEAN include a change in view from Valerie Law,...
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