The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
469 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...
505 Views
CrossASEAN Strategy - Sinister Undertones for Indonesia from the US/China Trade War
The US-China Trade war has sent reverberations through Global Markets and the main focus seems to have been on the impact on the US economy and how...
523 Views
Indonesian Banks: A Quantamental Approach.
Indonesian banks seem to be all the rage with international fund managers as pointed out by Steven Holden in a recent fund flow analysis GEM...
479 Views
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views