The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
473 Views
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
489 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
468 Views
BBTN: Cheapening as Fundamentals Erode
Bank Tabungan Negara Persero (BBTN IJ) may look as if it has a dominant safe mortgage franchise. But we have seen how this can pan out. Asset...
348 Views
BNI – Misunderstood by Market?
There is little in the recent results of large Indonesian banks that supports the divergence in how the market is considering Bank Negara Indonesia...
490 Views