Asia Ex-Japan: Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
372 Views
Bank Central Asia (BBCA IJ) - Dominating Transactional Banking
Bank Central Asia's leading position in transactional banking continues to be cemented by its digital capabilities and the bank looks interesting...
250 Views
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
284 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
310 Views
Bank Rakyat Indonesia - Increasingly Digitalised Micro Champion
Bank Rakyat Indonesia has set some optimistic guidance for FY2022 loan growth and is well-positioned to take advantage of the recovery with a low...
346 Views