Widodo Re-Centralizes / No Omnibus Backlash (Yet) / Education to Open / Radioactive in Banten
Scrutiny shows that Widodo's heralded Omnibus Bill on Job Creation would claw back central government powers through the simultaneous revision of...
353 Views
CrossASEAN Strategy - The Impact Of "Virus Korona" On Indonesia
Indonesia stands out in South East Asia as a country without any confirmed cases of Corona Virus or "Virus Korona" as it has been coined locally,...
460 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
303 Views
Bank Central Asia (BBCA IJ) - Flush with Liquidity but Fully Valued
A conversation with Bank Central Asia (BBCA IJ) management last week revealed a bank in an easier state of liquidity than its peers, given its lead...
390 Views
Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
342 Views